Nerd's Eye View

JUNE 30, 2025

Which led us at the beginning of 2025 to announce a major new initiative for the year: to completely rebuild and replace our existing Members Section , which has struggled to keep pace with the growth of our Membership and the expanded breadth of our educational offerings to Members.

Financial Planning 130

Financial Planning Financial Advice Clients Ethics 130

Harness Wealth

APRIL 17, 2025

Professional development investments, including business coaching, industry-specific training programs, and professional certifications, qualify as deductible expenses when they maintain or enhance skills needed in the current business. This category promotes continuous learning and skill development, offering valuable tax benefits. .”

Taxes 52

Taxes Tax Planning Professional Services Planning 52

International College of Financial Planning

JUNE 17, 2025

Increase Investor Literacy: Use awareness campaigns, workshops, and institutional outreach to educate investors. Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Digitize Compliance: Leverage fintech solutions to simplify KYC, AML, and remittance workflows.

Compliance 40

Compliance Education Economics Investing 40

Indigo Marketing Agency

JUNE 12, 2025

Most financial advisors enjoy working with hardworking, educated, long-term planners who have money to invest today for a respectable return tomorrow. Don’t forget to showcase your credibility through client testimonials, case studies , and any relevant certifications or achievements that build trust—in a compliant way, of course.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Darrow Wealth Management

JULY 24, 2025

In 2026, the annual limit for qualified K-12 education expenses increases from $10,000 to $20,000. The new law also adds post-secondary credentialing expenses such as certifications, licenses, exams, continuing education, and other costs.

Taxes 68

Taxes Wealth Management Planning Tax Planning 68

Financial Symmetry

APRIL 14, 2025

529 Plan When it comes to saving for future education expenses, this is probably the most advertised or talked about account for children given the ballooning cost of college tuition the past two decades. 529 plans can be used for tuition expenses for K-12 in addition to college expenses, but the withdrawal limit is $10,000 per year there.

Accounting 62

Accounting Taxes Education Planning 62

International College of Financial Planning

JUNE 27, 2025

Laying the foundation with a basic emergency fund, securing adequate life and health insurance, beginning investments for her child’s education, and planning early for retirement are essential steps toward building long-term financial security.

Estate Planning 40

Estate Planning CFP Insurance Financial Planning 40

Yardley Wealth Management

SEPTEMBER 24, 2024

Financial professionals, such as financial advisors or wealth managers, undergo rigorous training and certification processes to develop the knowledge and skills needed to navigate complex financial matters effectively. Peace of Mind and Financial Security: Delegating financial decisions brings peace of mind and security.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

International College of Financial Planning

JULY 16, 2025

Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context.

Investing 40

Investing Investments Retail Assets 40

International College of Financial Planning

JUNE 23, 2025

Introduction to Debt Repayment Strategies Managing debt is a challenge that many middle-class Indian families face today. Whether it’s credit card dues, a gold loan taken during a medical emergency, or an EMI on a personal loan, debt can feel like a constant weight on your shoulders. The good news?

Planning 40

Planning Debt Management Medical Numbers 40

Trade Brains

JUNE 23, 2025

Her parents had managed most of her education expenses, but things had changed recently. She had just come across an online workshop that could help her get a certification in UI/UX design—a course she was passionate about. A bright student, always the one who would balance academics and part-time work without complaining.

Math 59

Math Certification Banking Education 59

Trade Brains

JULY 13, 2025

It has altered the skylines of Bengaluru, Chennai, Hyderabad, Mysuru, Kochi, Trivandrum, and GIFT City, among other Indian cities, and produced many famous buildings with projects in the residential, office, retail, hotel, and educational sectors. Investments in securities are subject to market risks.

Pharmaceutical 59

Pharmaceutical Investing Investments Certification 59

Wealth Management

AUGUST 2, 2022

Empty certifications that require no experience and limited interaction only adds to plan sponsors’ mistrust of the industry.

Education 257

Education Certification Planning 257

Nerd's Eye View

JULY 18, 2022

Insurance companies and broker-dealers in the business of manufacturing products and hiring advisors to sell them often dominate career fairs and job boards, frequently drawing in graduates of CFP Board-approved education programs. Read More.

CFP 246

CFP Recruitment Sales Certification 246

Nerd's Eye View

SEPTEMBER 25, 2023

The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

CFP 247

CFP Financial Planning Planning Certification 247

Nerd's Eye View

MARCH 24, 2023

Read More.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 247

Education CFP Certification License 247

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Nerd's Eye View

OCTOBER 31, 2023

Read More.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

MAY 7, 2024

In this episode, we talk in-depth about how Hannah embarked on this career journey while also building a family, including how Hannah balanced work, family, and the educational demands of building the credentials needed to effectively serve clients (by reminding herself that the demanding workload was a temporary stop on the way to more long-term rewards), (..)

Banking 246

Banking Financial Advisor CFP Financial Advice 246

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.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

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.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Clever Girl Finance

AUGUST 10, 2023

Including roles involving: Direct patient care Diagnostic and imaging Medical support and administration For all the roles discussed, you will find the expected average salary, educational requirements, and also job responsibilities. Educational requirements: High school diploma or your GED and a patient care technician certificate.

Medical 98

Medical Certification Healthcare Education 98

International College of Financial Planning

OCTOBER 26, 2023

Crafting a Comprehensive Financial Plan:  This includes a detailed net worth statement, defining SMART Goals including retirement, children education etc., Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients. They are dynamic, evolving with the flow of life.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

XY Planning Network

APRIL 25, 2023

ICYMI, XYPN LIVE 2023 is taking the Network south to Atlanta, GA for three power-packed days of networking, education, and inspiration. The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage.

Certification 104

Certification Education Clients Fee Only 104

International College of Financial Planning

OCTOBER 26, 2023

Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Achieving them typically involves: Completing a dedicated education program. Educating Clients: Knowledge is power. Where Do They Shine? Successfully passing the respective examination.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Alpha Architect

SEPTEMBER 12, 2023

Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect.

CFP 133

CFP Certification Investing Investments 133

Trade Brains

DECEMBER 5, 2023

The Complete Options Trading Course for Beginners by FinGrad FinGrad is an educational platform that offers learning courses related to stock investing and trading. Equity Derivatives certification by NISM National Institute of Securities Market (NISM) is a financial initiative by SEBI that offers courses related to investing and trading.

Certification 105

Certification Risk Management Education Management 105

MainStreet Financial Planning

SEPTEMBER 16, 2022

The Department of Education made significant, but temporary changes to the PSLF program called the Limited Waiver. Armed Forces, National Guard, Public Safety, Law Enforcement, Early childhood Education, Public Health, Public Education, Public Library, School Library or other school-based services. So how do you apply?

Education 98

Education Certification Government Planning 98

Carson Wealth

JULY 12, 2022

So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Clever Girl Finance

JULY 12, 2023

Let’s be real for a second – there’s a stigma in place when it comes to education. It’s possible to be successful no matter your education level. Electrician Median electrician salary: $60,040/year Education required: High school diploma or equivalent Light up your life as an electrician. And we’re here to prove it.

Education 98

Education Certification License Sales 98

Clever Girl Finance

JUNE 27, 2023

Online educator 12. Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. Remote IT technician 3. Bookkeeper 4. Accountant 5. Paralegal 7.

Certification 98

Certification Recruitment Media Engineering 98

MazumaBusinessAccounting

MAY 31, 2022

Some documentation has no expiration date, such as birth certificates and social security cards. Keep vital personal documents, like birth certificates, passports, marriage certificates, etc., Plus, these documents can serve as proof of identity. for insurance purposes. Where to Store Your Financial Records for Safekeeping.

Certification 98

Certification Taxes Medical Accounting 98

Nationwide Financial

OCTOBER 18, 2022

These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education. It’s important to remind your clients that beyond just paying for education, there are significant tax benefits to using 529 plans. 529 Education Savings Plan.

Clients 98

Clients Planning Education Taxes 98

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.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

APRIL 20, 2022

You can make your mark in this field with the proper education and a little effort. This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52