Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

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Financial Planner CFP Certification Retirement Planning 246

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

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Financial Planner CFP Certification Communication 246

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

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Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

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Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

APRIL 4, 2024

Which would invariably result (after a considerable investment of both the firm owner's time and money) in a less-than-optimal experience for the new advisor and would likely do little to improve the industry's already dismal retention rate.

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Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

APRIL 25, 2023

We conclude with why Ari feels grateful that the advisory business model is so successful, as it takes away the pressure to focus on the business economics and instead gives him more opportunities to connect with the human aspect of financial planning and create deep and meaningful relationships with the people around him and in his life.

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Management Financial Advisor Clients Ethics 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Financial Planner Financial Advisor Certification Estate Planning 189

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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Investing Investments Risk Tolerance Accounting 108

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

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Education CFP Certification License 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.

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Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

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Estate Planning CFP Certification Certified Financial Planner 52

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns.

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Financial Planning Debt Management Retirement Planning Retirement 52

Clever Girl Finance

AUGUST 15, 2022

This includes broadening your investment portfolio to include highly liquid investments. Not sure where highly liquid investments have a place in your portfolio? To fully understand what liquid investments are, it helps to understand liquidity. Highly liquid investments 101. Factors that make an investment liquid.

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Investing Investments Certification Accounting 105

Trade Brains

JUNE 13, 2025

Liquid funds are short-term debt mutual funds that allocate investments to instruments such as treasury bills, commercial papers, and certificates of deposit, all having a maturity period of up to 91 days. Edelweiss Liquid Fund – Direct Plan The dark horse in the liquid fund category, this fund is different because of its efficiency.

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Planning Portfolio Certification Investing 59

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” A retirement investment portfolio is like owning an apartment building. This is where our planning incorporates an “insurance layer.” Constructing buildings and portfolios.

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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.

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Financial Planner Certification CFP Certified Financial Planner 52

WiserAdvisor

MAY 29, 2025

Consistent habits, disciplined investing, and patience form the bedrock of wealth creation, keeping financial security in mind. A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time.

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Accounting Wealth Accumulation Investing Investments 59

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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Investing Investments Marketing Marketing 110

Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Investing money for beginners doesn't have to be hard either!

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Investing Investments Risk Tolerance Accounting 98

International College of Financial Planning

JULY 20, 2022

Here are some of the key things you learn in risk analysis under CFP certification. CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. Identify the severity of risks and develop a plan to reduce those risks.

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Risk Analysis Certification CFP Certified Financial Planner 52

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The reason we’re providing 10 is because there’s no single investment strategy that’s right for all investors, and in all investment environments. Below is our list of the 10 best long-term investment strategies for 2022.

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Investing Investments Retirement Planning Risk Tolerance 109

Good Financial Cents

APRIL 1, 2023

Financial bloggers often portray the traditional IRA vs. the 401(k) plan as a debate, as if one plan is better than the other. In truth, they’re very different plans, and they fill very different needs. If you can, you should plan to have both. This is especially true if your 401(k) plan is fairly restrictive.

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Planning Distribution Taxes Retirement Planning 95

Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

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Investing Investments Accounting Commission 119

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), (..)

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Banking Financial Advisor CFP Financial Advice 246

Good Financial Cents

JULY 6, 2023

You have to invest your money if you want it to start growing to its full potential. Also know that most “regular people” who’ve built real wealth started with small sums, kept on investing, and watched as their money snowballed from there. But, how do you do that if you only have $100 to get started? Ads by Money.

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Investing Investments Accounting Certification 98

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

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Clients Planning Education Taxes 98

Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

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Investing Investments Risk Tolerance Accounting 96

Clever Girl Finance

SEPTEMBER 11, 2023

Diversifying includes broadening your investment portfolio to include highly liquid investments. Highly liquid investments 101 Why are highly liquid investments important? What is the most liquid investment? What is liquid vs non liquid investments? Are liquid investments better?

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Investing Investments Accounting Assets 98

Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Investing Investments Accounting Portfolio 91

Good Financial Cents

FEBRUARY 15, 2023

Table of Contents Types of Investment Companies How to Choose an Investment Company 10 Best Investment Companies 1. Ally Invest 6. Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Fidelity 3. Vanguard 4. Personal Capital 5.

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Investing Investments Commission Risk Tolerance 94

Carson Wealth

JANUARY 4, 2024

Your financial focus and planning in each decade should follow suit. Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? Invest in yourself. When you’re in your 20s and just getting started in your career, take time to invest in yourself. Start by saving.

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Financial Planning Planning Retirement Estate Planning 96

Good Financial Cents

DECEMBER 9, 2022

But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? In my estimation, compound interest is critical to successful investing. Best Compound Interest Investments . 1) Certificates of Deposit (CDs).

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Investing Investments Accounting Certification 103

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm. Do you have a unique situation?

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Fee Only Financial Advisor Certified Financial Planner Financial Planner 56

Tobias Financial

AUGUST 17, 2023

Are you considering opening a certificate of deposit (CD) account? It’s always good to know why you are investing in a CD and whether that helps you reach your long-term goals.” Learn more here: [link] The post How to Open a Certificate of Deposit (CD) Account appeared first on www.tobiasfinancial.com.

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Certification Accounting CFP Investing 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” The CFP Certification provides several benefits to a Certified Financial Planner.

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Certified Financial Planner Financial Planner Certification CFP 52

Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

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Investing Investments Accounting Certification 91

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.

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CFP Financial Planning Planning Certification 52