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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice. The available education budget is also an important consideration.

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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

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 246
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

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
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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

Read More.

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India?

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#FA Success Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family, With Hannah Provost

Nerd's Eye View

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