International College of Financial Planning

JULY 2, 2025

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

International College of Financial Planning

JUNE 5, 2025

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. The future of wealth management belongs to those who can blend data with meaningful conversations, strategy with heart, and ethics with empathy. And honestly, most advisors don’t get trained for that.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Nerd's Eye View

FEBRUARY 13, 2024

We also talk about how Melody invested early, at least relative to her revenue and profits, in business coaches and her own employees in order to sustain the service model that would meet her own standards, why Melody decided to hire with a focus on character over technical skills, reasoning that while she could teach paraplanning work, she couldn't (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. What is a Certified Financial Planner (CFP) ? It is one of the most recognized and respected financial planning certifications in the industry.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

JULY 10, 2023

Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales. The post Mastering Finances with a Certified Investment/Financial Advisor appeared first on International College of Financial Planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

SEPTEMBER 3, 2021

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52