Certification CFP Financial Market Investment Planning 
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.
Sara Grillo
APRIL 10, 2023
Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. It is what one person determines with another person engaging in a market. Wright: So is cash.
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International College of Financial Planning
JULY 31, 2023
The value of their expertise lies in their ability to analyze market trends, assess risk, and create diversified portfolios that align with individual objectives. Importance of Education and Expertise: Education plays a vital role in becoming an investment advisor.
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.
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. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? So please subscribe!
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