Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 192

CFP Recruitment Sales Certification 192

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

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Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. After all, if a client feels that a financial planner understands him, then he remains loyal to him.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Nationwide Financial

FEBRUARY 14, 2023

FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

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

International College of Financial Planning

AUGUST 2, 2021

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Your Richest Life

APRIL 28, 2023

Taking on more responsibilities, traveling more or obtaining a degree or certificate can all warrant higher pay. Too many people go into that interview waiting for their potential employer to give them a number. But this isn’t about higher rent prices or cost of food (though inflation is a serious problem right now.)

Financial Planner 105

Financial Planner Certification CFP Numbers 105

eMoney Advisor

DECEMBER 12, 2022

Small firms are also much more likely to require their advisors to be certified financial planners (CFP® professionals), which creates a level of fiduciary trust with clients that complements an increased focus on planning. Have a higher number of complex plans for their client base (45% vs 16%).

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. Wright: So is cash.

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Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. She obtained her CFP designation in 2003. What is “Good Advice”?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

DECEMBER 14, 2022

Out of all the finance jobs available to college graduates, financial managers are some of the highest-paying, with high demand for workers in this field. Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations.

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Compliance Budgeting Accounting Insurance 87

WiserAdvisor

AUGUST 8, 2022

Secondly, when hiring a financial advisor, look for their certifications to establish more faith. You can look for the following: Chartered Financial Analyst (CFA)). Certified Trust and Financial Officer (CTFA). Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP).

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Wealth Management Financial Planning Financial Advisor Taxes 52

WiserAdvisor

JULY 24, 2022

Hiring reputable and experienced high-net-worth financial planners can benefit high-income groups and help them lower taxes. Financial planners employ different approaches to save tax. For instance, financial planners may recommend turning your traditional retirement accounts into Roth accounts to lower your tax burden.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 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. 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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CFP Financial Planner Ethics Financial Planning 80

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

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Financial Planner CFP Certification Retirement Planning 179