Remove Certification Remove Clients Remove Seminar
article thumbnail

A Season of Gratitude, Celebrations, and Forward Thinking

Carson Wealth

As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead.

article thumbnail

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 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.

Medical 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Become a Financial Planner

International College of Financial Planning

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.

article thumbnail

Financial Advisor Marketing Companies: Top 10 Companies To Work With In 2020

Indigo Marketing Agency

Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Twenty Over Ten has a free 14-day trial for new clients. . Engaging your clients .

article thumbnail

Establishing an Online Presence for Your Certified Financial Planner Practice

International College of Financial Planning

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.

article thumbnail

Preparing for the CFP Exam: Effective Tips and Strategies for Success

International College of Financial Planning

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Subscribe to relevant industry publications, attend webinars or seminars, and participate in professional development activities.

CFP 52
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Understaffed tax teams often struggle to keep pace with these changes, increasing the risk of errors, missed deadlines, and potential penalties for both the firm and their clients. Clients expect prompt and insightful advice. What can accounting majors do to prepare for the current job market?

Taxes 52