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Weekend Reading For Financial Planners (October 7-8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial PlannerĀ® Certification

International College of Financial Planning

Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Whether you’re crafting personalized financial plans or enlightening a group about the benefits of your services, impeccable verbal and written communication skills are paramount.

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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

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.

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18 Of The Best Online Part-Time Jobs From Home

Clever Girl Finance

Although youā€™d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associateā€™s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. On the other hand, some of the tutoring agencies have their own certification training.

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What Happens When Your Bank is Seized by the FDIC?

Good Financial Cents

Quick Note: You can see the number of bank closings at the FDIC site under their list of Failed Banks. This includes checking accounts, savings accounts, money market deposit accounts, and certificates of deposit (CDs). As of the March of this year according to the FDIC, there have been 565 bank closings since Oct 1st, 2000.

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How to Become a Financial Advisor in India?

International College of Financial Planning

Soft Skills ā€“ The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. Communication skills are very important in this industry and in a diverse country like India proficiency in different languages is an added advantage. Numerous software and tools can do these jobs right now.

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Seven Income Streams? Seven?

Random Roger's Retirement Planning

Even if that doesn't happen, it helps create understanding of the numbers involved. The numbers need to make sense. Where we live, currently the numbers don't make sense. Some of these have certification processes but even then they might not be required for doing this. I hope to wait until 70. Rental property.