Nerd's Eye View

JULY 18, 2022

Given the substantial risk that CFP Board’s increase in certification fees is funding the marketing efforts of product manufacturers, there are steps that CFP Board can take to ensure that fee increases are actually supporting the long-term expansion in the number of financial planners. Read More.

CFP 190

CFP Recruitment Sales Certification 190

Advisor Perspectives

MAY 15, 2024

When it comes to the financial markets, investors have a litany of investment vehicles to choose from. The choices are nearly unlimited, from brokered certificates of deposit to complex derivative instruments.

Investing 52

Investing Investments Certification Financial Market 52

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.

Financial Planner 195

Financial Planner Certification CFP Financial Advice 195

Trade Brains

MAY 23, 2023

In this article, we will look into the best options trading courses available for beginners in the Indian market. It is designed for newcomers to intermediate traders who want to learn the practical approach to Options Trading in the Indian Markets. You can enroll in Equity derivative certification exam here.

Certification 52

Certification Marketing Marketing Accounting 52

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

Trade Brains

NOVEMBER 18, 2023

Best Fundamental Analysis Courses in 2024 : Investing in the stock market requires a deep understanding of the fundamentals of a stock. In this article, we shall explore the Best Fundamental Analysis Courses for Indian markets. One can avail of the course completion certificate by clearing the exam offered by NSE Academy.

Marketing 64

Marketing Marketing Valuation Certification 64

Trade Brains

DECEMBER 2, 2023

In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market. Top Value Investing Courses Online Here is the list of top value investing courses for financial enthusiasts offered by stock market academies in India. You can enroll in the course here.

Investing 59

Investing Investments Valuation Marketing 59

International College of Financial Planning

DECEMBER 4, 2023

As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 185

Financial Planner Certification Retirement Planning Retirement 185

Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. 5 Source: YCharts.com, April 20, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? Whether you are a novice trader or an expert trader, this article on the best financial markets to trade in 2024 will assist you in making smarter investing selections by educating you on the major financial markets.

Financial Market 59

Financial Market Marketing Marketing Banking 59

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.

Financial Planner 193

Financial Planner CFP Certification Retirement Planning 193

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Top 7 Derivatives Trading Courses Here is the list of Top 7 Derivatives Trading Courses for traders offered by stock market academies in India.

Certification 105

Certification Risk Management Education Management 105

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 168

Financial Planner Certification CFP Clients 168

eMoney Advisor

FEBRUARY 8, 2023

Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. If you’re finding that your marketing has taken a back seat to everything else you have going on, you’re not alone. It’s hard to know where to begin.

Marketing 81

Marketing Marketing Clients Certification 81

International College of Financial Planning

DECEMBER 23, 2023

These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets. Most advisors have a bachelor’s degree in fields such as finance, marketing, or business. An MBA can be a significant enhancement to an advisor’s qualifications, though it is not mandatory.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Trade Brains

FEBRUARY 2, 2024

Additionally, domestic investors saw a notable increase in market share, rising to 37% from an average of 19% over the preceding five years. After beginning business in Mumbai and creating affordable housing developments in the city’s suburbs, Lodha expanded into other markets and areas in Pune and the MMR.

Marketing 59

Marketing Marketing Retail Sales 59

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 (..)

Financial Advisor 205

Financial Advisor Estate Planning Clients Education 205

Trade Brains

APRIL 12, 2023

In this post, we are going to discuss the biggest and largest stock exchanges in the world by the total market cap of all listed companies. North Korea (expected), Afghanistan, and Cuba are part of the few countries that do not have a stock market! It is one of the powerful ingredients of the financial market. Did you know?

Marketing 105

Marketing Marketing Electronics Government 105

MarketWatch

MARCH 17, 2023

Shareholder approval would amend Bed Bath & Beyond’s certificate of incorporation to carry out “a reverse stock split of the Company’s common stock, par value $0.01 Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Shares tumbled 19% after hours.

Retail 98

Retail Certification Planning Marketing 98

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. A deep understanding of financial markets and investment strategies. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Trade Brains

NOVEMBER 14, 2023

In this article, we present the list of Top 6 Investing Courses in 2024 available for beginners in the Indian market. Top 6 Investing Courses in 2024 Here is the list of top 6 investing courses for financial enthusiasts offered by stock market academies in India. You can enroll in the course here. You can enroll in the course here.

Investing 59

Investing Investments Certification Education 59

Abnormal Returns

OCTOBER 7, 2023

npr.org) The propane industry wants a chunk of the school bus market. vox.com) Joby ($JOBY) is clearing more hurdles on the way to certification. (nytimes.com) Transport Can Alto take share from Uber ($UBER) and Lyft ($LYFT)? nytimes.com) How much energy could cargo ship 'sails' save? newatlas.com) U.S.

Certification 228

Certification Financial Advising Media Transportation 228

Trade Brains

NOVEMBER 28, 2023

By enrolling in one of these courses, you can enhance your skills, make informed decisions, and navigate the markets with confidence. To start with commodity markets it’s important to acquire foundational knowledge, these courses cover everything from basics to analyzing price behavior’s under various factors.

Certification 64

Certification Education Risk Management Management 64

International College of Financial Planning

JUNE 14, 2023

Professional qualification through a Post Graduate Program in the Securities Market (Investment Advisory) from NISM (National Institute of Securities Market) with a duration of at least one year. Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

International College of Financial Planning

APRIL 20, 2022

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner? They advise on investments, taxes, retirement, and estate planning.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Trade Brains

FEBRUARY 2, 2024

Additionally, domestic investors saw a notable increase in market share, rising to 37% from an average of 19% over the preceding five years. After beginning business in Mumbai and creating affordable housing developments in the city’s suburbs, Lodha expanded into other markets and areas in Pune and the MMR.

Marketing 40

Marketing Marketing Retail Sales 40

MainStreet Financial Planning

MARCH 29, 2023

If you want your money to be completely liquid, consider high yield savings accounts, money market accounts or money market mutual funds. Money Market mutual funds Money market funds are investment products that allow consumers to earn interest in a lower-risk environment than the stock market.

Certification 95

Certification Accounting Banking Insurance 95

Nationwide Financial

JUNE 9, 2023

From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, Do a quick Google search and you’ll find multiple offers of annual percentage yield (“APY”) on certificates of deposit of more than 5%. This allowed the Federal Reserve to leave interest rates low. 5%, never even topping 1%.

Retirement 98

Retirement Clients Certification Taxes 98

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 203

Education CFP Certification License 203

MarketWatch

MARCH 13, 2023

Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.” Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. “The FDIC will pay uninsured depositors an advance dividend within the next week. The stock has plummeted 39.9%

Accounting 74

Accounting Certification Insurance Banking 74

Trade Brains

DECEMBER 7, 2023

Financial Education Certification by NISM National Institute of Securities Market(NISM) is a financial initiative by SEBI that offers courses related to investing. The Financial Education Certification Series XVIII course offered by NISM is a text-based self-study course that contains 12 modules.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

MarketWatch

MARCH 10, 2023

Uninsured depositors will get a receivership certificate and may be entitled to dividends once the FDIC sells the bank’s assets. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. The FDIC said all insured depositors will have full access to their accounts no later than Monday morning.

Banking 76

Banking Certification Insurance Accounting 76

Trade Brains

NOVEMBER 30, 2023

Best Mutual Fund Courses Here is the list of top mutual fund courses offered by well-organized stock market academies in India to start investing. Also, you will learn about the factors that influence mutual funds, key elements to know before investing and how investing in mutual funds differs from the stock market.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. What I’ve seen from do-it-yourselfers, especially over the past couple of years, is they often don’t have a clue and just throw money into the market. Certificates of Deposit (CDs). Ads by Money. We may be compensated if you click this ad.

Investing 109

Investing Investments Marketing Marketing 109

Good Financial Cents

JULY 19, 2023

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. Important Factors for Certificate of Deposit Accounts CDs are for long-term savings. The difference is, CDs “lock your money up” for a specified period of time.

Banking 62

Banking Certification Accounting Advertising 62

International College of Financial Planning

JANUARY 31, 2024

Financial training programs lay the groundwork for lifelong learning, encouraging further certifications and engagement with industry developments. These include certification programs, professional development courses, and specialized workshops, each offering unique benefits and learning experiences.

Certification 52

Certification Education Financial Planning Wealth Management 52