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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. They want real-time dashboards, intuitive advice, and a planner who understands them. Clients were all about one thing: performance.

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What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

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.

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The Evolution of Financial Planning The financial planning industry has transformed significantly over the past decade. Modern financial planners must navigate complex investment products, understand evolving tax regulations, and adapt to technological innovations.

CFP 52
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Kickstarting Your Career: Tips for Fresh Graduates

International College of Financial Planning

Certified Financial Planner This course will help you better to understand the basics of personal finance, budgeting, investing, credit, taxes, and more, whether you’re a beginner or an Commented [RPSN1]: Certified Financial Planner advanced financial planner.

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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. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52
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10 Best Investment Companies in 2023

Good Financial Cents

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Robo-advisors, in particular, have democratized investment management.