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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

But these positions are often tenuous for new advisors, with extremely high failure rates, driven in large part by compensation that is reliant primarily on commissions from product sales.

CFP 190
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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

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.

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Succeeding in Financial Services: Expert Insights With John Wheeler

NAIFA Advisor Today

In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

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Saturday links: cloudy predictions

Abnormal Returns

nytimes.com) Despite all the EV hype, hybrid sales are on the rise. vox.com) Joby ($JOBY) is clearing more hurdles on the way to certification. EVs Chinese manufacturers, like Nio, are pulling ahead on EV technology. msn.com) EV owners are going to need something to do while their cars charge. newatlas.com) U.S.

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: Bionano Genomics’ $2.1 million in cash in SVB accounts is part of $113.2 million in cash, cash equivalents and AFS securities

MarketWatch

million in available-for-sale (AFS) securities as of Dec. Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.” BNGO rallied 1.3% in morning trading Monday, reversing an earlier loss of as much as 7.5%, after the life sciences instrumentation company said it had about $2.1

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: Silicon Valley Bank closed by California regulator and FDIC named receiver

MarketWatch

The news comes amid a crisis at parent SVB Financial Group SIVB, which lost a record 60% of its value on Thursday, after it disclosed large losses from securities sales and announced a dilutive stock offering along with a profit warning. The FDIC said all insured depositors will have full access to their accounts no later than Monday morning.

Banking 76
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Do I need to use the (r) mark with my CFP designation?

Investment Writing

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product.

CFP 103