Remove Certification Remove Portfolio Management Remove Wealth Advisor
article thumbnail

Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

These days, wealth is younger, faster, and more digital than ever – layered with complexities we didn’t even dream of back then. As someone who’s spent years guiding families and now teaches at ICOFP, I can confidently say, “the role of a wealth advisor has completely transformed.” It’s not just a certification.

article thumbnail

How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest.

article thumbnail

Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

These days, wealth is younger, faster, and more digital than ever – layered with complexities we didnt even dream of back then. As someone whos spent years guiding families and now teaches at ICOFP, I can confidently say, the role of a wealth advisor has completely transformed. Its not just a certification.