Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Read More.
Certification Clients Tax Planning 
Weekend Reading For Financial Planners (June 8-9)
Nerd's Eye View
JUNE 7, 2024
detecting fraud or analyzing data) to provide a better client experience! Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g.,
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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
This is where competent, ethical, and client-first financial planners step in. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? What Does the CFP Course Involve?
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.
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.
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.
Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth
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. Helping clients achieve their monetary aspirations, I’ve seen how proper goal-setting can transform financial futures.
CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
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. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.
All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
Your home office must serve as either your principal place of business, a space for meeting clients, or exist as a separate structure dedicated to business activities. This represents a significant change from previous years’ higher percentages, making strategic timing of asset purchases increasingly important for tax planning purposes.
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Accelerate Your Career With the CFP® Fast Track Course
International College of Financial Planning
SEPTEMBER 7, 2024
The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry. Cost-Effective: The fast-track program reduces certification fees by 30-40%, making it more affordable. What Is the CFP® Fast Track Course?
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How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients
Harness Wealth
OCTOBER 8, 2024
Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. We built the Marketplace to help your tax practice source curated client leads, leading to increased revenue and a healthy book of business.
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How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.
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Maximize Your Success: How the CFP® Fast Track Can Save You Time and Money
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?
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CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. b) Increased Earning Potential Obtaining a CFP® certification significantly enhances your earning potential.
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
Accounting & Tax Planning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients. Banks & NBFCs.
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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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. A financial paraplanner is a junior wealth management professional who supports the research, operations, and client service activities of a financial planner. Was this helpful?
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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.
An Insight into Investment Advisor Courses and Training Programs
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.
Start Planning Your Retirement Early to Save Enough and Plan Better
WiserAdvisor
JUNE 27, 2025
That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. Why it works: You control your tax rate now instead of leaving it to later. You’ll need more than a solid 401(k).
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Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients. Excellent analytical and problem-solving skills to help clients achieve their financial goals.
Average Fees for Tax Advisors in 2024
Harness Wealth
MARCH 5, 2024
The three primary fee structures are: Hourly fees: An hourly rate for the tax advisor’s various services. Some tax advisors may have different hourly rates for different types of services based on client type and complexity. This enables advisors to set minimum fees for clients and add on fees as more services are needed.
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Unlock Your Dream Job: Short Term Courses with Job Guarantee You Should Consider in the Insurance Planning Industry
International College of Financial Planning
AUGUST 3, 2024
As the industry grows, so does the demand for skilled professionals who can navigate the complexities and provide suitable solution to clients in financial planning and insurance. As you gain experience and build a client base, your income can grow substantially. This aspect of the job can be incredibly fulfilling and rewarding.
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How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?
International College of Financial Planning
JULY 31, 2023
Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. As investment professionals, they offer personalized advice and customized strategies to help clients achieve their financial goals.
What is an 83(i) Election and How Do You You File One?
Harness Wealth
DECEMBER 30, 2024
If the value of their stock had appreciated substantially since the grant date, this could create a liquidity issue for them, with employees needing to sell their shares to pay the tax due on the sharesand potentially at an unfavorable time.
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Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell.
Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage
Harness Wealth
MAY 12, 2025
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. This does depend, however, on individuals having the necessary IT skills.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.
Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Meanwhile, accountants focus more on short-term tasks like filing taxes yearly or preparing reports for investors. You’re on the right track!
The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders
Brown Advisory
OCTOBER 12, 2021
If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit.
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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders
Brown Advisory
OCTOBER 12, 2021
If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit. you are a non-corporate taxpayer.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.
Preparing for the CFP Exam: Effective Tips and Strategies for Success
International College of Financial Planning
JULY 10, 2023
The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Aspiring candidates undertaking the CFP exam can expect a rigorous evaluation of their financial planning knowledge and capabilities.
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4 Financial Concerns High-Net-Worth Individuals Face
WiserAdvisor
AUGUST 8, 2022
Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. High-net-worth clients are no different.
Why do Physicians Need Financial Advisors and How to Find Them
WiserAdvisor
DECEMBER 1, 2023
Financial advisors for medical professionals can help their clients prioritize loans with the highest interest rates, ensuring that each payment contributes not only to reducing the principal but also to minimizing long-term interest costs.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. To offer this, many advisors complete specific training and hold professional certifications. So if you need to make a tax plan, these professionals will be more helpful.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. To offer this, many advisors complete specific training and hold professional certifications. So if you need to make a tax plan, these professionals will be more helpful.
What Does it Take to Build Wealth?
WiserAdvisor
DECEMBER 29, 2022
You can also invest in Exchange-Traded Funds (ETFs), Real Estate Investment Trusts (REITs), bonds, certificates of deposits, etc., You can also use strategies like tax loss harvesting to use your investment losses in a year to offset your taxes. can help you with tax planning.
The 5 Pillars of Retirement Planning You Should Be Aware of
WiserAdvisor
MARCH 13, 2024
With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.
Financial Planning for High-Net-Worth Individuals
WiserAdvisor
JULY 24, 2022
If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.
The Importance of a Certified Financial Planner (CFP) for Your Financial Planning
WiserAdvisor
NOVEMBER 21, 2022
After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.
5 Questions to Ask When Choosing a Tax Advisor
Harness Wealth
JANUARY 17, 2025
At some point, it makes sense to work with a tax advisorsomeone who can provide personalized guidance, streamline the process, and help you make smarter financial decisions. However, not all tax advisors are the same. They vary in expertise, specializations, and how they work with clients.
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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage
Harness Wealth
MAY 12, 2025
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. This does depend, however, on individuals having the necessary IT skills.
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