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

International College of Financial Planning

They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. The world of financial advising is diverse, with various specializations.

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Strategizing Success: The CFP® Blueprint for Indians

International College of Financial Planning

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

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How much do I need to retire? Planning for Your Unique Retirement Needs

Carson Wealth

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. Retirement has multiple factors and requires in-depth analysis.

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Adding More “Right Hemisphere” Thinking to the Retirement Planning Process

Steve Sanduski

What’s your retirement number? Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. But let’s face reality. Your life cannot be spreadsheeted. How do you do that?

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A Promising Picture for Financial Planner Job Growth

eMoney Advisor

Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Financial Planner Job Growth in the Next Decade. While these are only estimates, not forecasts, the numbers seem promising. population.

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FARE helps Black financial professionals thrive

Nationwide Financial

FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. Whether it’s an objective topic (e.g.,