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Weekend Reading For Financial Planners (Feb 11-12)

Nerd's Eye View

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

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#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

Nerd's Eye View

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

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My Dad’s Military Honors

MainStreet Financial Planning

The funeral home gave us the Certificate of Cremation and Death Certificate and our Cemetery Representative emailed me some paperwork to bring, including a form to write out what we wanted on his grave marker. I’ll definitely remember these moments.

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CFP- All You Need To Know – New Course Structure 

International College of Financial Planning

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

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Becoming a SEBI Registered Investment Advisor: A Complete Guide

International College of Financial Planning

Definition of an Investment Advisor In simple terms, an investment advisor actively provides investment-related advice to individuals, groups, or companies. It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines.

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18 Of The Best Online Part-Time Jobs From Home

Clever Girl Finance

Also, you’d have a definite advantage in getting online part-time jobs as tech support if you’re a student taking those programs. Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. On the other hand, some of the tutoring agencies have their own certification training.

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12 Highly Liquid Investments To Have

Clever Girl Finance

What is the definition of liquidity? Although liquid investments can be very advantageous and should definitely make up a portion of your overall investment portfolio, you definitely do not want to rely solely on liquid investments to build your wealth. No-penalty certificates of deposit. Certificates of deposit.