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 (..)

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

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 238

Financial Planner Certification CFP Clients 238

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 246

Financial Planner CFP Certification Retirement Planning 246

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 245

Financial Planner Certification Retirement Planning Retirement 245

Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner 243

Financial Planner CFP Certification Education 243

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.

Education 246

Education CFP Certification License 246

Nerd's Eye View

APRIL 4, 2024

On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.

Financial Planner 245

Financial Planner CFP Professional Services Financial Planning 245

The Big Picture

AUGUST 1, 2022

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. I searched for the exact product number “CR2450 Lithium” and bought the first result, a Duracell. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.

Advertising 361

Advertising Retail Electronics Insurance 361

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 246

Financial Advisor Estate Planning Clients Education 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 (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Financial Symmetry

JUNE 24, 2025

Many investors have recently found solace in growing their cash reserves, whether in their checking accounts, savings accounts, or certificates of deposit (CDs). Emotional Drivers and the Stories We Tell Ourselves The urge to build a large cash cushion isn’t just about numbers; it’s deeply emotional. When is enough, enough?

Certification 62

Certification Portfolio Planning Retirement 62

MazumaBusinessAccounting

MAY 31, 2022

Some documentation has no expiration date, such as birth certificates and social security cards. Keep vital personal documents, like birth certificates, passports, marriage certificates, etc., Plus, these documents can serve as proof of identity. for insurance purposes. Where to Store Your Financial Records for Safekeeping.

Certification 98

Certification Taxes Medical Accounting 98

Trade Brains

JUNE 9, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Certification 59

Certification Investment Advisor Consulting Investing 59

International College of Financial Planning

OCTOBER 26, 2023

Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Passion for Numbers If the allure of spreadsheets, the precision of calculations, and the thrill of tracking investments resonate with you, then the path of a financial advisor beckons.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

JUNE 5, 2025

More than numbers — it’s about achieving peace of mind. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. It’s not just a certification. What are your non-negotiables? Stewardship Phase = Now we shift from growing money to protecting it.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Trade Brains

JUNE 26, 2025

The percentage of ANANDA policies was 8.49% in FY25 compared to 5.85% in FY24, and the number of active agents in the ANANDA app increased by 32.68% to 294 in FY25 from 222 in FY24. Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729.

Insurance 66

Insurance Media Certification Marketing 66

Trade Brains

JUNE 15, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Manufacturing 94

Manufacturing Healthcare Banking Retail 94

Clever Girl Finance

AUGUST 15, 2022

In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. No-penalty certificates of deposit. For example, banks may restrict your number of monthly withdrawals.

Investing 104

Investing Investments Certification Accounting 104

MainStreet Financial Planning

JUNE 13, 2023

Get a social security number for your child. You can request a social security number along with your baby’s birth certificate. With additional expenses and possible loss of income, make sure that your emergency fund is fully funded. Update your life and disability insurance.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

Trade Brains

JUNE 10, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Banking 59

Banking Certification Investing Investments 59

MainStreet Financial Planning

MARCH 29, 2023

Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). March inflation data is expected to be released on April 12 and that is the last number needed to determine the inflation adjustment for the I Bonds ahead.

Certification 98

Certification Accounting Banking Insurance 98

Nationwide Financial

FEBRUARY 14, 2023

FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Harness Wealth

FEBRUARY 19, 2025

EIN/Tax ID: Enter the company’s EIN or other applicable tax identification number. Certification statement: Carefully read the certification statement and check the box to confirm your agreement. Head to the BOI reporting page on the FinCEN website FinCEN offers online filing through a secure web form.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. That’s why some cash on hand can be crucial during a disaster. But it happens.

Food 104

Food Insurance Certification Fee Only 104

Trade Brains

JUNE 22, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Banking 59

Banking Investing Investments Certification 59

Clever Girl Finance

MAY 15, 2024

Requirements: Strong communication skills Some employers may require sales associate certifications 4. Requirements: Physical fitness skills Relevant certifications 6. Requirements: Fluency in language(s) other than English May require a certification 7.

Certification 98

Certification Media License Budgeting 98

Trade Brains

JUNE 10, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Financial Services 72

Financial Services Investing Investments Certification 72

Good Financial Cents

DECEMBER 9, 2022

1) Certificates of Deposit (CDs). For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. Interest Rate Actual Number of Years to Double Your Investment Rule of 72 Calculation 1% 69.66

Investing 103

Investing Investments Accounting Certification 103

Walkner Condon Financial Advisors

AUGUST 18, 2022

How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. Candidate for CFP® Certification. Alicia Vande Ven.

Planning 98

Planning Taxes Certification CFP 98

Your Richest Life

APRIL 28, 2023

Taking on more responsibilities, traveling more or obtaining a degree or certificate can all warrant higher pay. Too many people go into that interview waiting for their potential employer to give them a number. But this isn’t about higher rent prices or cost of food (though inflation is a serious problem right now.)

Financial Planner 105

Financial Planner Certification CFP Numbers 105

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are generally restrictions on the number of transactions you can have in this type of account. While it’s technically a checking account, you are generally restricted by the number of transactions you can have without fees and it doesn’t function like a normal checking account. Current Yield: 0.12% – 3.1%

Accounting 98

Accounting Banking Certification CFP 98

Trade Brains

JUNE 29, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Banking 59

Banking Investing Investments Certification 59

Trade Brains

JUNE 18, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Banking 59

Banking Investing Investments Certification 59

WiserAdvisor

MAY 29, 2025

Best 1,000-dollar investment instruments High-yield savings accounts or certificates of deposit (CDs) : High-yield savings accounts and CDs are excellent entry points for those who prioritize safety and stability. Tip #4: Keep your emotions in check More than the numbers, building wealth is about having the right mindset.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

Trade Brains

JUNE 15, 2025

Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Banking 59

Banking Investing Investments Certification 59

Clever Girl Finance

JUNE 27, 2023

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. On the other hand, some of the tutoring agencies have their own certification training.

Certification 98

Certification Recruitment Media Engineering 98

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52