Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246

CFP Recruitment Sales Certification 246

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Good Financial Cents

JANUARY 11, 2023

The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. Previous experience working in upper leadership roles or managing the financial duties of an organization provides the skills and knowledge to take on this role.

Banking 96

Banking Budgeting Recruitment Portfolio Management 96

Harness Wealth

MAY 12, 2025

Talent acquisition strategies in the tax industry All that said, there are acquisition strategies beyond traditional recruitment methods that tax firms can pursue in a bid to address the talent shortage. If a firm is stretched thin due to understaffing, service levels may decline, leading to reputational damage and a loss of business.

Taxes 52

Taxes Compliance Accounting Numbers 52

Clever Girl Finance

JUNE 22, 2023

”, let’s explore some ideas for maximizing its value and achieving financial stability. Budgeting and financial planning Creating a comprehensive budget, especially if you use one of the best budget templates , is a fundamental step in effectively managing your 100k income. What percent of Americans make $100,000?

Budgeting 55

Budgeting Taxes Healthcare Retirement 55