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Do I need to use the (r) mark with my CFP designation?

Investment Writing

” As it says in its guidelines, Certified Financial Planner Board of Standards Inc. It yielded a sea of “CFP ® ” references. The CFP certificants who popped up in a search on the Ameriprise Financial website also used the registered mark. Amy Jones, CFA, is a portfolio manager.

CFP 103
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Wealth Manager vs. Financial Advisor: What’s the Difference?

Carson Wealth

Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio. When we phrase a process as “managing family wealth” or “managing client wealth,” we are generally referring to considering current income, legacy and philanthropic goals of a client’s portfolio.

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Accelerate Your Career With the CFP® Fast Track Course

International College of Financial Planning

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. In the fast-paced world of finance, standing out is critical.

CFP 52
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Is Wealth Management Worth It? The ROI of Working With a Financial Advisor

Harness Wealth

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And then that is essentially what, what I’m referring to as self-directed. 00:25:15 [Speaker Changed] Huh, really, really fascinating.

Clients 130
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Transcript: Tom Rampulla

The Big Picture

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. And I wasn’t referring to what’s going on in the market. I think it’s a fabulous time. RITHOLTZ: Yeah.

Clients 286
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Certified Financial Planner Board of Standards, Inc.

CFP 59