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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

In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. This is where competent, ethical, and client-first financial planners step in.

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Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Financial Symmetry

A few favorites include: Stop the Show Investing, Not Gambling Capital One Data Breach Are You a Spite Spender? You’ll also hear her as a regular guest on the Financial Symmetry podcast , where she brings her expertise to conversations around retirement, legacy planning, and life transitions.

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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

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10 Growth Marketing Strategies for Financial Planners in 2025

Indigo Marketing Agency

Financial planners who are growing fast are those that have a streamlined approach to reaching out to their target audience. Then they strategically attract, capture leads, educate, and convert prospects into clients with AUM. SEO is always a great investment. What makes a financial advisor website effective in 2025?

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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 CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. At the International College of Financial Planning (ICOFP) , we have seen this transformation first-hand. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion.

CFP 40
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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. 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.

CFP 40
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10 Growth Marketing Strategies for Financial Planners in 2025

Indigo Marketing Agency

Financial planners who are growing fast are those that have a streamlined approach to reaching out to their target audience. Then they strategically attract, capture leads, educate, and convert prospects into clients with AUM. SEO is always a great investment. What makes a financial advisor website effective in 2025?