Certified Financial Planner Financial Planning 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. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest.
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. Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.
Carson Wealth
JANUARY 14, 2023
Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.
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®. Derek Robinett.
The Big Picture
MAY 7, 2024
That most people over 40 are concerned about, but just the how can we make you better as a retailer? So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? Joanne Bradford : 100%. Should I buy another home?
The Big Picture
OCTOBER 19, 2022
We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. They’ll construct the portfolio. RAMPULLA: Yeah.
Expert insights. Personalized for you.
40 
Let's personalize your content