Certified Financial Planner Portfolio Management Sales 
International College of Financial Planning
JUNE 5, 2025
They want real-time dashboards, intuitive advice, and a planner who understands them. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference.
Investment Writing
FEBRUARY 6, 2024
If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. Amy Jones, CFA, is a portfolio manager.
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International College of Financial Planning
JULY 10, 2023
Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.
The Big Picture
OCTOBER 19, 2022
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. So Jack hates ETFs, doesn’t like advisors, and he hates sales. So what are you doing these days?”
The Big Picture
DECEMBER 28, 2022
You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And second, there’s no sales. RITHOLTZ: Right. ELLIS: I don’t have to do it. What are you going to do? People are going to come to us.
Sara Grillo
SEPTEMBER 26, 2022
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.
International College of Financial Planning
JUNE 5, 2025
They want real-time dashboards, intuitive advice, and a planner who understands them. What This Means for Advisors We cant just be portfolio managers anymore; we need to evolve into kinda life architects. Where CFP Really Comes In This is where the Certified Financial Planner (CFP) certification makes a real difference.
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