CFP Clients Financial Planner Webinar 
Nerd's Eye View
FEBRUARY 16, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor.
International College of Financial Planning
NOVEMBER 16, 2023
For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. This means you can get your message out to people, including clients and potential clients. How to Create a Digital Brand?
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eMoney Advisor
NOVEMBER 17, 2022
As a financial planner, you may also dread conversations about “getting affairs in order” for a client. If you’ve ever had a client who has received a terminal diagnosis and was at a loss of how to talk about it with family, then this website is the answer you’ve been looking for. 1 Death Over Dinner.
International College of Financial Planning
JULY 10, 2023
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The exam no longer includes essays or written response questions.
eMoney Advisor
DECEMBER 6, 2022
Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. If the next natural disaster comes for your clients, will they be ready? Insurance in Financial Planning. Financial and Physical Well-Being. are underinsured.
MainStreet Financial Planning
OCTOBER 3, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!
eMoney Advisor
NOVEMBER 10, 2022
As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. As part of your client’s financial team, you can help them transfer wealth efficiently and intentionally in a variety of ways, including charitable giving.
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