Certified Financial Planner CFP Retail 
International College of Financial Planning
JULY 9, 2025
The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets. Recently the largest Bank in India has signed MOU with FPSB India to certify about 2.65 Lakhs Employees of their Wealth Management team.
The Big Picture
MAY 13, 2025
He ran our retail division and I was working for him at that time. And then I spent probably a dozen years in our retail division, whereas you mentioned I ran the, ultimately I ran the division, but I started in different roles in the division, particularly leading the advisory group before taking over. Tell us about this evolution.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification?
Carson Wealth
JANUARY 14, 2023
CFP ® , Director of Consumer Investment Research Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,
Good Financial Cents
JULY 26, 2022
Commercial property: This includes office buildings, retail space, warehouses, and mixed-use properties. REIT Funds (ETFs or Mutual Funds): Real estate investment trusts (REITs) are companies that own and operate income-producing real estate such as office buildings, retail space, warehouses, and apartments.
Sara Grillo
DECEMBER 12, 2022
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®.
Sara Grillo
SEPTEMBER 12, 2022
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 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?
Expert insights. Personalized for you.
40 
Let's personalize your content