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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner. Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management.

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Should you cancel your CFP designation?

Sara Grillo

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80
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13 Best Investment Opportunities for Accredited Investors

Good Financial Cents

They are entitled to this privileged access because they satisfy one or more requirements regarding income, net worth, asset size, governance status, or professional experience. Examples include Series 7, Series 65, and Series 82 licenses. How it Works: Investors start by choosing a suitable investment plan on Fundrise.