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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

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How to Become a Financial Advisor in India?

International College of Financial Planning

However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. CFP ( Certified Financial Planner ).

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Should you cancel your CFP designation?

Sara Grillo

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!

CFP 80
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13 Best Investment Opportunities for Accredited Investors

Good Financial Cents

On a personal note, as a practicing CFP®, I hadn’t always worked with accredited investors. They are entitled to this privileged access because they satisfy one or more requirements regarding income, net worth, asset size, governance status, or professional experience. Examples include Series 7, Series 65, and Series 82 licenses.