Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. Amy Jones, CFA, is a portfolio manager.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They play a critical role in building and strengthening long-term client partnerships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

SEPTEMBER 3, 2021

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Here’s to your success! Objectivity. Proactivity.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. A significant job change, marriage, divorce, the arrival of children, the sale of a practice, etc., each of these events can profoundly impact an individual’s financial situation.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. Wright argues that we could diminish any asset that way, even stock certificates. That’s it.” Gold has transaction value. All value is relative.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? Roofstock is a marketplace of turnkey single-family homes for sale. At first, I’m earning no money, and my effort is very high.

Accounting 105

Accounting Investing Investments Media 105