FPA Unveils Cybersecurity Certification Program
Wealth Management
APRIL 2, 2025
The organization has completely rebuilt its cybersecurity certification program, originally introduced in 2020, given regulatory changes in the past five years.
Certifications in Wealth Management: Elevating Standards and Shaping Futures
Wealth Management
MAY 1, 2024
Certified advisors differentiate themselves by being equipped to offer comprehensive services that address complex client needs.
Certification 
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Mastering the Transfer Certificate
Wealth Management
OCTOBER 21, 2024
Key considerations for investors.
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Adviser links: an ideal environment
Abnormal Returns
JULY 7, 2025
financialplanningassociation.org) How much do clients care about certifications? (wealthmanagement.com) Advisers How to create the ideal environment for a client meeting. meghaanlurtz.substack.com) No matter your prospecting skills, not everyone is a fit. financial-planning.com) Some thoughts one year after selling a practice.
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Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development
Nerd's Eye View
MAY 19, 2025
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. To address this, associate advisors often rely on shadowing lead advisors and other team members, completing supervised work, and participating in debriefs.
Adviser links: different needs
Abnormal Returns
FEBRUARY 10, 2025
crr.bc.edu) Advisers Certifications are important, but connecting with clients is paramount. (morningstar.com) Robinhood's ($HOOD) proposed robo-advisor offering seems plain vanilla. riabiz.com) Health The case against HSAs. kitces.com) People seem to underestimate the chances of needing long term care.
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Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed
Wealth Management
JANUARY 11, 2024
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
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IWI Focuses on Alts, Investment Implementation with CIMA Changes
Wealth Management
APRIL 10, 2024
The Investments & Wealth Institute has updated its CIMA certification curriculum and exam for the first time since 2019.
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#FA Success Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity, With Ari Weisbard
Nerd's Eye View
APRIL 25, 2023
Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., that oversees $143 million in assets under management (AUM) for nearly 75 client households. Welcome back to the 330th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ari Weisbard.
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The Case for More 401(k) Education and Training
Wealth Management
AUGUST 2, 2022
Empty certifications that require no experience and limited interaction only adds to plan sponsors’ mistrust of the industry.
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#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones
Nerd's Eye View
MARCH 11, 2025
Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Welcome to the 428th episode of the Financial Advisor Success Podcast !
Bank CDs Are an Insult to America’s Savers
Wealth Management
MARCH 1, 2023
Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.
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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
JULY 2, 2025
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.
First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JUNE 30, 2025
We recently hired several new team members, including Managing Editor Robert Long and Research Associate Karl VonZabern! And yes, our IAR CE Intensives will still cross-apply CE credit for all other eligible CE types, including CFP, CPA, all the designations from IWI, College for Financial Planning, the American College, and more!
#FASuccess Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years, With AJ Ayers
Nerd's Eye View
MARCH 25, 2025
AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. My guest on today's podcast is AJ Ayers.
Weekend Reading For Financial Planners (September 14–September 15)
Nerd's Eye View
SEPTEMBER 13, 2024
Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)
Weekend Reading For Financial Planners (Feb 11-12)
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.
Why Wealth Management Isn’t What It Used to Be
International College of Financial Planning
JUNE 5, 2025
When I first stepped into the world of wealth management, we didn’t have fancy dashboards. This generation of wealth owners isn’t just managing money, they’re about managing meaning. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Often fast.
Weekend Reading For Financial Planners (February 24-25)
Nerd's Eye View
FEBRUARY 23, 2024
Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.
How to Safeguard Your Digital Wealth
Fintoo
JUNE 26, 2025
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.
#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko
Nerd's Eye View
OCTOBER 3, 2023
Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.
#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
OCTOBER 31, 2023
Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.
#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
MAY 7, 2024
Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
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How Amazon Become Ordinary
The Big Picture
AUGUST 1, 2022
I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. The reasons for this are simple: If you already have a repair and warranty division to manage ordinary warranties, it costs you next to nothing to repair or replace the stuff off warranty. This leaves lots of room for profit.
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Why a CFP course is the smartest step in your Financial Career?
International College of Financial Planning
JULY 9, 2025
We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Lakhs Employees of their Wealth Management team. Independent of your employment nature in the Wealth Management space, it does create a tremendous differentiation to be CFP certified.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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The Impact of Financial Planner Certification or CFP® on Career Growth
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.
Best Practices For Running A Financial Planning Internship Program (And Creating A More Productive Outlook)
Nerd's Eye View
MAY 22, 2023
And there are even advantages for the firm’s existing employees who mentor the interns: the opportunity to train, teach, and manage interns can provide valuable leadership experience to benefit their own career development.
The Stock Market Never Changes
A Wealth of Common Sense
JULY 12, 2024
Messengers with huge black boxes on wheels, filled with stock and bond certificates, scurried from broker to broker tr. One of my favorite parts of the book is where Ellis looks at how Wall Street has changed in the past 50 years: MBAs were uncommon. PhDs were never seen. Commissions still averaged 40 cents a share.
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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy
Nerd's Eye View
AUGUST 15, 2022
Most advisors are already familiar with many of the issues these individuals face, from setting goals to debt management, although the specifics might be slightly different given the typically lower incomes and wealth of pro bono clients. law) with established pro bono programs.
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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
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.
Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms
Nerd's Eye View
SEPTEMBER 9, 2024
The typical service advisor without CFP certification earns $48.83 The knowledge obtained through CFP certification can forge a more planning-centric practice, offering financial plans that are more comprehensive and updated more frequently – which are clear value-adds for high-net-worth households who often have complex planning needs.
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Estate Planning Strategy: Leveraging CFP® Certification Expertise
International College of Financial Planning
OCTOBER 26, 2023
Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. Estate planning is a significant aspect of financial management that ensures the seamless transfer of assets to the next generation and the fulfilment of an individual’s wishes after their demise.
Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
Tobias Financial
AUGUST 28, 2023
In the midst of interest rate hikes, the world of certificates of deposit (CDs) is buzzing. Learn more here: [link] The post Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape appeared first on www.tobiasfinancial.com.
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
In the 2nd half of the year and into 2024, we'll also be hiring a new Manager of People & Culture, a Curriculum DesigNerd and Instruction DesigNerd for our Education team, and a full-time Director of Advisor Research.
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Best practices for managing cash on the sidelines to mitigate inflation
Nationwide Financial
DECEMBER 1, 2022
When clients avoid investing and instead hold a large portion of assets in cash or other low-risk investments (such as money markets, certificates of deposit and bonds) during periods of high inflation, it could ultimately work against their long-term goals. 4 And the nearly $4.46 trillion 5 currently parked in U.S. Cash on the sidelines.
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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
International College of Financial Planning
OCTOBER 26, 2023
If the thought of enlightening others on sound financial choices resonates with you, if you’re intrigued by the world of investment management, and if building lasting relationships is your forte, then financial advisor as a career choice is the chosen one. Various profiles as a Financial Advisor?
Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth
Yardley Wealth Management
DECEMBER 17, 2024
The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. 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.
5 Financially strong stocks with high Piotroski score of 9 to add in your watchlist
Trade Brains
JUNE 14, 2025
Indian Energy Exchange Limited (IEX) was established in 2007 and is India’s leading power exchange, providing an automated, nationwide trading platform for the physical delivery of electricity, renewable energy, and certificates, including cross-border electricity trade. are their own, and not that of the website or its management.
How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. Independent firm.
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Top 7 Derivatives Trading Courses 2024 – Online Derivatives Courses
Trade Brains
DECEMBER 5, 2023
It covers the basics of options, option Greeks, technical analysis, option chain, selecting strike prices, trading strategies, Psychology and money management in options trading. By enrolling in this course, you will learn the options trading concept with risk management techniques. You can enroll in the course here.
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21 High Paying Medical Jobs Without A Degree To Explore
Clever Girl Finance
AUGUST 10, 2023
Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.
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Best Liquid Mutual Funds in India for 2025 – Are You Missing Out?
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. Expense Ratio: ~0.10% Good fund management, clear disclosure, and consistently good returns make it a balanced option.
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