Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

International College of Financial Planning

NOVEMBER 16, 2023

Interestingly, 42% of investors search for an advisor online, using search engines like Google. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. This is even more than the 32% who would first ask their family or friends for recommendations.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. John Wasserman is my audio engineer.

Clients 147

Clients Portfolio Financial Advisor Investments 147

Indigo Marketing Agency

MAY 23, 2025

You should highlight your qualifications, experience, and achievements, and showcase your certifications (CFP, ChFC, etc.) Publishing SEO-optimized blog posts, podcasts, or videos on a website for a financial advisor can attract new visitors through search engines and social media. to reinforce your expertise.

Financial Advisor 52

Financial Advisor Clients Numbers Certification 52