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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice.

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

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.

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How Financial Professionals can Help Clients Save for College: 529 Plans

Nationwide Financial

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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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Don’t get too hung up here.

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21 High Paying Medical Jobs Without A Degree To Explore

Clever Girl Finance

Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or GED, nursing assistant training approved by the National League for Nursing Accredited Commission , and passing the Certified Nursing Assistant exam.

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2 Stocks to buy now for an upside of up to 23%; Recommended by Trade Brains portal – June 11

Trade Brains

Risk Factors Clients with unstable financial standing, such as state power firms, pose a threat to the company. With 36% of the overall loan book as of December 31, 2024, the company is also exposed to client concentration risk. EPC contracts are finished, and payments will go up in FY26.

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What type of financial advisor is right for you? Questions you should ask.

Walkner Condon Financial Advisors

They are compensated only by the fee the client pays. In contrast, a commission-based financial advisor receives commissions or other forms of compensation from financial product providers for recommending and selling their products. At Walkner Condon, all of our advisors are fiduciaries for our clients.