Nerd's Eye View

JULY 18, 2022

To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.

CFP 191

CFP Recruitment Sales Certification 191

International College of Financial Planning

DECEMBER 23, 2023

Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction. This approach equips candidates with essential skills, enabling them to swiftly become successful CFP® professionals in the fast-paced world of financial advising.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

DECEMBER 15, 2022

There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30. However, there are signs that a new generation of financial planners is emerging.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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