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 CFP 246

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 246

Education CFP Certification License 246

Nerd's Eye View

JUNE 30, 2025

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time. In the meantime, our own Team of Nerds continues to expand.

Financial Planning 130

Financial Planning Financial Advice Clients Ethics 130

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

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?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market.

Financial Advice 130

Financial Advice Financial Planner License Marketing 130

International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. Consider the CFP course. Mr. Thukral explained that this advanced CFP course would help you become a certified financial planner and gain the skills needed to provide sound financial advice to your clients. He discussed his insights. He discussed his insights.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Tobias Financial

AUGUST 17, 2023

Are you considering opening a certificate of deposit (CD) account? With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed decision that aligns with your financial goals.

Certification 52

Certification Accounting CFP Investing 52

International College of Financial Planning

OCTOBER 26, 2023

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

DECEMBER 4, 2023

As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Nationwide Financial

FEBRUARY 14, 2023

According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites. However, we must first understand the challenges individuals and communities of color face in order to create change, make an impact and deliver results.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. With the real estate market’s recent fluctuations, opportunities may arise for those well-positioned to take advantage of them.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

International College of Financial Planning

NOVEMBER 9, 2024

This focused approach allows students to quickly acquire the expertise needed to excel in their chosen field, giving them a competitive edge in the job market. Bridging the Education-Employment Gap Many traditional academic programs struggle to keep pace with the rapidly evolving demands of the job market.

Certified Financial Planner 52

Certified Financial Planner CFP Certification Financial Planner 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Fidelity Money Market. candidate for cfp® certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Investment Options: 4.

Accounting 98

Accounting Certification Financial Advisor CFP 98

Walkner Condon Financial Advisors

AUGUST 18, 2022

When a company awards an employee restricted stock, the employee is taxed on the difference between what they paid for the stock and the fair market value of the stock. Candidate for CFP® Certification. That’s where the 83(b) election comes in. Alicia Vande Ven.

Planning 98

Planning Taxes Certification CFP 98

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are places where you can put your money that offer better interest rates without taking on the risk of investing in the market, and we will also touch on some that are extremely conservative that may be of interest as well for folks that have money in brokerage accounts. Current Yield: 3.3% – 4.2% Current Yield: 0.12% – 3.1%

Accounting 98

Accounting Banking Certification CFP 98

International College of Financial Planning

NOVEMBER 24, 2024

In today’s competitive job market, choosing the right career path after 12th grade is crucial. Certified Financial Planner (CFP) Program: Globally recognized, the CFP program focuses on developing strategies to help firms and individuals plan their finances and meet life goals. Here’s why: 1.

Certification 52

Certification Certified Financial Planner Financial Planning Financial Planner 52

International College of Financial Planning

DECEMBER 23, 2023

These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets. Most advisors have a bachelor’s degree in fields such as finance, marketing, or business. An MBA can be a significant enhancement to an advisor’s qualifications, though it is not mandatory.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. A deep understanding of financial markets and investment strategies. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Darrow Wealth Management

OCTOBER 10, 2022

Good news is hard to find in the financial markets this year. High-yield savings accounts and money markets. High-yield savings and money market accounts are currently offering rates between 2-3% annually. Certificate of deposit is similar to a Treasury, except it may be less liquid.

Accounting 102

Accounting Banking Certification Government 102

International College of Financial Planning

APRIL 20, 2022

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner? They advise on investments, taxes, retirement, and estate planning.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

Diversifying investment will minimize the impact of market fluctuations on your portfolio. Asset allocation helps you weather market ups and downs, ensuring that the performance of one asset class doesn’t have an overwhelming impact on your portfolio.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

International College of Financial Planning

AUGUST 2, 2021

However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. If you are joining a job with a firm, you may not have to bother with the additional certifications as either you won’t need to have all the certifications or the firm you join would help you with these certifications.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

MAY 20, 2024

Unlike broader academic studies, these courses are designed to bridge the substantial gap between theoretical education and the pragmatic requirements of the job market. Highlight your achievements, relevant certifications, and any specific projects that align with the industry’s needs.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. For marketing tips in the transparency age…. So please subscribe! What designations does a paraplanner usually have?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Check out this blog post to learn your options and the pros and cons of each option.

CFP 59

CFP Financial Advisor Fee Only Certification 59

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

International College of Financial Planning

JUNE 25, 2024

Skill Development: The right course helps develop the skills required in the job market. Career Path: Graduates may need additional certifications or training to secure a job. Although traditional degrees provide a solid academic foundation, they often require further specialization to meet the specific demands of the job market.

Certified Financial Planner 40

Certified Financial Planner Certification CFP Education 40

International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

AUGUST 3, 2024

Industry-Recognized Certification: The certification is recognized nationwide, giving you an edge in the competitive job market. This course is ideal for those who want to specialize in financial planning core skills and achieve a globally recognized certification in a short time.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40