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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial PlannerĀ® Certification

International College of Financial Planning

The world of financial advising is diverse, with various specializations. Committing to uphold the ethical guidelines and standards that govern their practice. What Do Financial Advisors Do? Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance.

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Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

They should know the critical attributes to look for in a financial professional to ensure they receive professional advice. Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Qualifying Certification Exams for Investment Advisors Individuals must clear the necessary qualifying exams to become certified investment advisors in India. This degree or diploma should be obtained from a university or institution recognized by the Central Government, State Government, or a recognized foreign university or institution.

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Should the CFP Board police financial advisor ā€œbad applesā€? The debate continues! (Part Two)

Sara Grillo

In Part Two of our two part series on the CFP Board, the heated debate continues. Weā€™ll discuss these questions: The CFP Board has specifically stated that it wants the CFPĀ® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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Should you cancel your CFP designation?

Sara Grillo

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFPĀ® certificants, as per the CFP Boardā€™s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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