Certification Certified Financial Planner Retail 
International College of Financial Planning
JULY 9, 2025
The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets. Mis-selling would be at its peak during such times, only a certified professional can act on client first approach to help choose investors what is right for them.
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification?
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Good Financial Cents
JULY 17, 2023
You can source products at a wholesale price, set your own retail prices, and reach a wide customer base through online platforms. Certified Financial Planner Mark Davis suggests, “For those with an entrepreneurial spirit, starting a business or investing in profitable ventures can be a great way to generate substantial income.
Carson Wealth
JANUARY 14, 2023
Financial professionals registered as agents of broker/dealers are required to follow FINRA Regulation Best Interest (REG BI) which requires they act in the best interest of their retail customers at the time a recommendation is made, but they do not have an ongoing obligation to the customer to provide ongoing advice or monitoring of accounts.
Good Financial Cents
FEBRUARY 15, 2023
The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. Best for: Any and all investors Schwab is the largest retail investment broker in the world, and there are plenty of reasons why. per contract fee); $9.95
Good Financial Cents
JULY 26, 2022
Commercial property: This includes office buildings, retail space, warehouses, and mixed-use properties. REIT Funds (ETFs or Mutual Funds): Real estate investment trusts (REITs) are companies that own and operate income-producing real estate such as office buildings, retail space, warehouses, and apartments.
Good Financial Cents
APRIL 19, 2023
Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.).
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