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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

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. At the International College of Financial Planning (ICOFP) , we have seen this transformation first-hand. It builds a mindset.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Floor plans, regular updates to your documentation, and a clear boundary between personal and business space help establish the legitimacy of your home office deduction. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Do you have a unique situation?

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. It’s not just a certification. Are you trained to discuss term insurance but hesitant to ask about family dynamics? • And honestly, most advisors don’t get trained for that. Its a whole new way of thinking.

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What is an 83(i) Election and How Do You You File One?

Harness Wealth

As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning. Broad-based equity plan: At least 80% of U.S.-based

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How to Safeguard Your Digital Wealth

Fintoo

Once confined to paper certificates, vaults, and real estate deeds, wealth today lives in the cloud, in digital wallets, on investment platforms, and across financial apps. Why cybersecurity is the new cornerstone of wealth protection in 2025 The way we understand, grow, and store wealth has transformed drastically.