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Strategizing Success: The CFP® Blueprint for Indians

International College of Financial Planning

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.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

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12 Best Paying Jobs in Finance in 2023

Good Financial Cents

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Hedge Fund Manager. Average salary: $83,578 per year. Financial Decision-Making Skills.

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How to Start Trading Bitcoin and Gold for Maximum Returns? 

Trade Brains

Certificates: Certificates represent ownership of gold stored by a third party. When deciding how much to invest in cryptocurrencies, it’s important to approach it with caution and strategic planning. Bullion: Buying physical bullion, such as gold bars or coins, involves direct ownership.

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Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

Trade Brains

Could you provide insights into your strategic plans and anticipated milestones? We are proud to state that we are the only Indian company that has the distinction of API Q1, ATEX & EU FDA certification for mechanical seals. We have conducted in-house testing of the same and are pleased with the results so far.

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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. What can accounting majors do to prepare for the current job market?

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The Impact of AI on Wealth Management

WiserAdvisor

AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups. This ultimately allows financial advisors and wealth managers to focus more on the clients needs with strategic planning and personalized wealth management.