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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

What we’ve seen in 2022 is that there were a number of hacks. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Giles: Banks do have to follow rules and regulations. transgender male and female investors.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” I don’t care what that sales rep is making. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Charles King is a financial advisor licensed in 55 states and territories.

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Should you cancel your CFP designation?

Sara Grillo

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.