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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Consider this: you walk into a Bank of America branch and ask for the best type of savings account on the market. How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. You can search for CFP® professionals here.

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? It is awarded globally by the Financial Planning Standards Board (FPSB). What Does the CFP Course Involve?

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. Recently the largest Bank in India has signed MOU with FPSB India to certify about 2.65 Lakhs Employees of their Wealth Management team.

CFP 40
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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. And this is what sets a CFP® professional apart.

CFP 40
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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? You know, this guy isn’t gonna be rattled by a market sell off or a crisis. So he was very present on campus in my earliest years at Vanguard, but I did not work with him directly. I think it can be both.

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

Investment Writing

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities

International College of Financial Planning

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”