Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. The first step in the competency stairway is regulatory compliance. . Professional Certifications for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. JR agrees, stating that 70% of CFP holders have insurance licenses. #4

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

MARCH 13, 2023

The worst part is that their wealth management clients’ portfolios will be stuffed with this crap. Nate is Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

Financial Advisor 59

Financial Advisor Assets Management License 59