Certifications in Wealth Management: Elevating Standards and Shaping Futures
Wealth Management
MAY 1, 2024
Certified advisors differentiate themselves by being equipped to offer comprehensive services that address complex client needs.
The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.
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NAIFA's LACP Certification Sets You Apart
NAIFA Advisor Today
AUGUST 2, 2023
Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.
How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth
Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!
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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
International College of Financial Planning
OCTOBER 26, 2023
Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Embarking on this journey ensures not only professional growth but also the trust and confidence of clients. Educating Clients: Knowledge is power.
Estate Planning Strategy: Leveraging CFP® Certification Expertise
International College of Financial Planning
OCTOBER 26, 2023
Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties.
What You learn in Risk Analysis Under CFP Certification
International College of Financial Planning
JULY 20, 2022
Here are some of the key things you learn in risk analysis under CFP certification. Take knowledge about, How to advise clients on the different types of insurance products. Develop the capability to evaluate individual risk areas and use protection best suited for the client’s financial state and financial goals.
How clients saving for retirement can benefit from higher interest rates
Nationwide Financial
JUNE 9, 2023
Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. Your clients can mitigate interest rate risk simply by holding them to maturity.
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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
International College of Financial Planning
JANUARY 18, 2023
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. Overview of CFP New Framework The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification.
Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.
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#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost
Nerd's Eye View
MAY 7, 2024
Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.
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Weekend Reading For Financial Planners (February 24-25)
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 Planning Tips For Advisors with Special Needs Clients
BlueMind
FEBRUARY 15, 2023
Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.
Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?
Nerd's Eye View
APRIL 4, 2024
On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years. Read More.
#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson
Nerd's Eye View
OCTOBER 31, 2023
Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households.
How apartment buildings easily explain retirement and investments to clients
Million Dollar Round Table (MDRT)
AUGUST 18, 2022
By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” While I could give them all the technical information and thought processes behind it, that may not help the client understand. Yet for many years I struggled to find a good analogy for my clients.
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Financial Planning That Helps Clients Weather Disasters
eMoney Advisor
DECEMBER 6, 2022
If the next natural disaster comes for your clients, will they be ready? 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well. Helping your clients prepare for disasters goes beyond preserving wealth, however—it’s really about their health.
Strategizing Success: The CFP® Blueprint for Indians
International College of Financial Planning
MARCH 9, 2024
This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.
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#FA Success Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity, With Ari Weisbard
Nerd's Eye View
APRIL 25, 2023
that oversees $143 million in assets under management (AUM) for nearly 75 client households. Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C.,
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Exploring the Impact of Qualifications for Financial Advisors
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.
How Financial Professionals can Help Clients Save for College: 529 Plans
Nationwide Financial
OCTOBER 18, 2022
As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education.
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Weekend Reading For Financial Planners (April 29-30) 2023
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, (..)
Understanding the Role and Qualifications of a Financial Advisor
International College of Financial Planning
DECEMBER 23, 2023
These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. However, the level of expertise among financial advisors may vary significantly, underscoring its importance for potential clients.
#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko
Nerd's Eye View
OCTOBER 3, 2023
Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.
Weekend Reading For Financial Planners (Feb 11-12)
Nerd's Eye View
FEBRUARY 10, 2023
Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.
Welcome Alexander Bailey
Tobias Financial
JANUARY 25, 2023
He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. He is passionate about learning the intricacies of financial planning and learning how to apply that knowledge in our clients’ financial plans to help guide them on their financial journeys.
Meet the First Wave of XYPN LIVE 2023 Speakers!
XY Planning Network
APRIL 25, 2023
The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage. And this year, we’re continuing to raise that bar. So, we’re bringing speakers to the stage who are supporting all the ways of independence.
Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
DECEMBER 12, 2022
Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.
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Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.
Crafting a Legacy: The Road to Financial Advisory Mastery
International College of Financial Planning
JANUARY 15, 2024
The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance. This certification is a testament to professional credibility and a symbol of excellence for financial planning, is issued by the Financial Planning Standards Board (FPSB).
Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation
Tobias Financial
MAY 25, 2023
Join us in congratulating Christopher Brooks , our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER certification. The professional certification formally recognizes advisors who have completed education, exams, and ongoing requirements in various financial planning areas.
How to Become a Financial Planner
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.
How Long to Keep Important Financial Records
MazumaBusinessAccounting
MAY 31, 2022
At Mazuma, our accounting experts help our clients save and organize important financial information in a secure online portal so the information never gets lost and is easily accessible. Some documentation has no expiration date, such as birth certificates and social security cards. for insurance purposes.
21 High Paying Medical Jobs Without A Degree To Explore
Clever Girl Finance
AUGUST 10, 2023
Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.
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The Market For “Lemons” In Financial Advice: How Higher Standards Can Lower Costs And Increase Access To Advice
Nerd's Eye View
SEPTEMBER 26, 2022
In fact, even a relatively modest shift to a higher-trust environment (which may be achieved by enacting higher standards) that just partially reduces the incredibly high client acquisition costs of financial advisors could more than offset the entire cost of fiduciary liability insurance from those higher standards! Read More.
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CFP Misconduct Research (And The Challenge Of Counting How Many Financial Advisors There Really Are)
Nerd's Eye View
FEBRUARY 27, 2023
Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Because when similar research attempts to explore rates of misconduct using other variables – such as firm size, fee models, client types, etc.
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CFP Misconduct Research And The Challenge Of Counting How Many Financial Advisors There Really Are
Nerd's Eye View
FEBRUARY 27, 2023
Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Because when similar research attempts to explore rates of misconduct using other variables – such as firm size, fee models, client types, etc.
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How to Build a Successful Career in Financial Advisory Services
International College of Financial Planning
MAY 1, 2023
They also have strong analytical and problem-solving abilities, enabling them to identify the best financial solutions for their clients. Educational Requirements and Certifications To become a financial advisor, you need a bachelor’s degree in finance, economics, or accounting.
What type of financial advisor is right for you? Questions you should ask.
Walkner Condon Financial Advisors
APRIL 21, 2023
They are compensated only by the fee the client pays. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.
Best practices for managing cash on the sidelines to mitigate inflation
Nationwide Financial
DECEMBER 1, 2022
A quickly accelerating inflation rate coupled with periods of unprecedented market volatility and negative returns have many clients holding large portions of their assets in cash — particularly in money markets. Another poll 3 shows that these concerns already have clients adjusting their behaviors across their everyday lives.
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Establishing an Online Presence for Your Certified Financial Planner Practice
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.
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