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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations.

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

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R R Kabel IPO Review – GMP, Details, Price & More

Trade Brains

Its manufacturing facilities are supported by a strong distribution network of 106,626 retail outlets. Its 35 international product certifications help it to maintain trust with its distributors and customers. The company may not secure favourable distribution agreements with national or overseas distributors.

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8 Best Mutual Fund Courses 2024 – Top Mutual Fund Courses

Trade Brains

The module discusses personnel finance, retirement financial plans, the concept of fund & NAV, mutual fund fact sheets, equity schemes, debt funds, investing in funds, index funds, mutual fund expense ratio, mutual fund benchmarking, how to analyze a debt mutual fund and the mutual fund portfolio. You can enroll in the course here.

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The Green Bond Principles and similar labeling/certification systems seek to address this problem.

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels. Wed, 04/22/2020 - 13:47.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

It is instrumental in diversifying your portfolio , capitalizing on market opportunities, and safeguarding your financial future against the erosive effects of inflation. Diversification helps mitigate concentration risk and enhances the stability and resilience of your investment portfolio over time.