CFP Communication Ethics Fee Only 
International College of Financial Planning
SEPTEMBER 3, 2021
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. A well-defined value proposition helps you: Communicate more effectively. Go for Fee-Only Financial Advisors.
Sara Grillo
JANUARY 9, 2023
We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. There is an emphasis on logical and clear disclosure of services and their related fees. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Let’s get into it, folks!
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Clever Girl Finance
JULY 16, 2023
Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route. How does communication work?
Clever Girl Finance
JULY 16, 2023
Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route. How does communication work?
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?
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