International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. A deep understanding of financial markets and investment strategies. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Should the insurance companies themselves and/or others who provide marketing services and who assist advisors in marketing/selling annuities or insurance products also be held to the fiduciary standard? Are commissions bad? Macchia says that agents would be happy to take even a small commission.

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59