Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

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Financial Planner CFP Certification Retirement Planning 195

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 169

Financial Planner Certification CFP Clients 169

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, (..)

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Financial Planner Certification Retirement Planning CFP 187

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

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Education CFP Certification License 205

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.

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Financial Services CFP Certified Financial Planner Certification 98

Nationwide Financial

DECEMBER 8, 2022

In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters. What does it take to attract top diverse talent to your firm?

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Recruitment Financial Services Certification CFP 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.

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Financial Planning Planning CFP Financial Advisor 98

Walkner Condon Financial Advisors

AUGUST 18, 2022

How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. Candidate for CFP® Certification. Alicia Vande Ven.

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Planning Taxes Certification Financial Advisor 98

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. Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. CFP ( Certified Financial Planner ).

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.)

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Financial Planner Certification CFP Numbers 105

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. That’s why some cash on hand can be crucial during a disaster. But it happens.

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Food Insurance Certification Fee Only 104

Darrow Wealth Management

MAY 6, 2024

Get death certificates. The estate account will need to get a separate Employer Identification Number (EIN). Deciding What to Do When You Inherit A House Published in Forbes by Kristin McKenna, CFP® Real estate considerations If your parent was still in their home and living alone, notify the insurance company.

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Estate Planning Distribution Valuation Taxes 74

International College of Financial Planning

SEPTEMBER 3, 2021

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. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

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%).

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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

Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. Before you read too much into these recently rising numbers, it’s worth remembering their context. Average mortgage rates exceeded 17 percent, and interest rates on bank certificates of deposit approached 12 percent. The post Is Inflation Haunting Your Dreams? What We Know.

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Wealth Management Certification Economy CFP 52

Darrow Wealth Management

APRIL 25, 2023

Kristin McKenna, CFP® first published an abbreviated version of this article on Forbes. Also consider: Getting multiple copies of the death certificate, at least five Asking a friend/relative to watch the house during the funeral or memorial service. “Remember, your Social Security number dies with you,” Dzialo says.

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Estate Planning Taxes Accounting Retirement 73

eMoney Advisor

MAY 30, 2023

While I was a student, I earned my eMoney certification in the University Program and joined eMoney’s Student Advisory Board in Spring 2022. There truly is a story behind the numbers. After I get my CFP® designation, I plan to go for my CFT-I™ designation.

Financial Planning 52

Financial Planning Financial Advisor Planning Communication 52

Good Financial Cents

DECEMBER 14, 2022

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. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. According to the U.S.

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Compliance Budgeting Accounting Insurance 87

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

JUNE 6, 2023

Eye-opening and jaw-dropping reactions are expected when we look at the numbers related to high education over the last two decades. Some other ideas are to keep it on the sidelines if your child decides to attend graduate school or a professional certificate program. Did You Know? You can also use up to $10k for K-12 education.

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Education Taxes Financial Advisor Planning 52

WiserAdvisor

AUGUST 8, 2022

Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Financial Planner (CFP). Further, it helps to check the number of clients the manager is attending to at a time. For instance, you can hire a fiduciary. You can look for the following: Chartered Financial Analyst (CFA)).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are generally restrictions on the number of transactions you can have in this type of account. While it’s technically a checking account, you are generally restricted by the number of transactions you can have without fees and it doesn’t function like a normal checking account. Current Yield: 0.12% – 3.1%

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Accounting Banking Certification Financial Advisor 98

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

Good Financial Cents

AUGUST 1, 2022

I’m going to present a large number of high-yield investments, each with its own degree of risk. Longer Term Certificates of Deposit (CDs). As interest rates have risen in recent months, rates have crept up on certificates of deposit. But the key is to invest in certificates with longer terms. Ads by Money.

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Investing Investments Certification Accounting 64

WiserAdvisor

JULY 24, 2022

Life can drastically change after retirement for a number of reasons. can present themselves as intimidating numbers on a piece of paper. Retirement planning: One of the biggest concerns that most people face in retirement is keeping the same standard of living as their pre-retirement days. Health concerns can catch up.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

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