Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 201

Education CFP Certification License 201

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

MainStreet Financial Planning

JUNE 7, 2023

Helping Your Child Get a Job After College Hosted by: Anna Sergunina , CFP® Guest commentator: Beth Hendler-Grunt of Great Next Step Beth Hendler-Grunt is a recognized thought leader in the college-to-career space. She has extensive experience consulting with start-ups to Fortune 500 firms. What should you do? How can you help?

Consulting 95

Consulting Financial Planning CFP Education 95

Darrow Wealth Management

MAY 6, 2024

Consult your attorney to find out. Consult the attorney for guidance as needed. Deciding What to Do When You Inherit A House Published in Forbes by Kristin McKenna, CFP® Real estate considerations If your parent was still in their home and living alone, notify the insurance company.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

eMoney Advisor

FEBRUARY 7, 2023

Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession. Lauryn also works as a student loan consultant for Student Loan Planner. Dr. Preston D.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Maribeth Kuzmeski is a powerhouse in the marketing consulting space.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 227

Estate Planning Financial Advisor Financial Services Clients 227

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Walkner Condon Financial Advisors

APRIL 27, 2023

The rules and rates for state and local taxes vary by jurisdiction, so it is important for employees to consult with a tax professional to understand their specific tax obligations. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

Taxes 105

Taxes Consulting Financial Advisor Startup 105

Yardley Wealth Management

JUNE 6, 2023

A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics. Consult with a qualified financial professional, such as a CFP or registered investment advisor, to develop a comprehensive plan that meets your specific needs and objectives.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Tobias Financial

AUGUST 18, 2023

Our CEO Marianela Collado , CPA/PFS, CFP®, CDS® was recently quoted in NerdWallet, discussing the changes introduced by Secure Act 2.0 add complexity to retirement planning, making it crucial for individuals to consult with financial advisors to ensure they are saving enough in the right ways to secure a comfortable retirement.

Retirement 52

Retirement Retirement Planning CFP Financial Advisor 52

Nerd's Eye View

JULY 25, 2022

Along with, in partnership with our Consulting Consortium partner Craig Iskowitz of the Ezra Group, a new “Integration Score” to make it easier for advisors to understand how well various AdvisorTech tools actually integrate with other software solutions!

Education 173

Education Financial Planning Estate Planning CFP 173

International College of Financial Planning

OCTOBER 26, 2023

For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Certification Matters For those with sights set on becoming a Certified Financial Planner®, the journey involves completing a CFP® certification program.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP 85

CFP Financial Planning Clients Financial Planner 85

eMoney Advisor

APRIL 6, 2023

If you’re interested in a particular tech provider, check to see whether they have service consultants who can help you build a lineup of tools around a specific piece of technology. An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers.

CFP 76

CFP Financial Planning Clients Planning 76

International College of Financial Planning

JULY 10, 2023

After carefully consulting with clients, financial planners analyze their goals and risk tolerance to provide personalized recommendations. Additionally, investment advisors can work independently as consultants or establish advisory firms. Critical skills for investment advisors include: Strong analytical abilities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Carson Wealth

JULY 12, 2022

CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. ChFC ® – Chartered Financial Consultant.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

JULY 9, 2022

A CFP certified financial planner is there to help you when you don’t have the time, willingness, or ability to manage your finances on your own. To better construct a program and recommendations for you, your CFP may have you fill out a form or give an interview. They may also consult with additional advisors.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Nerd's Eye View

NOVEMBER 1, 2022

In this episode, we talk in-depth about why Mindy attributes the success of her practice’s structure to the realization that she does not enjoy selling products or investment management (or dealing with compliance that goes with them) and could more efficiently scale with an advice-only approach to one-year financial planning engagements that (..)

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Check out this blog post to learn your options and the pros and cons of each option. Alicia Vande Ven , M.S.,

CFP 59

CFP Financial Advisor Fee Only Certification 59

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. For example, I know from Google Analytics that keyword searches for my website typically include “Indigo Marketing Agency,” and “marketing consultant for financial advisors.”

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

Darrow Wealth Management

APRIL 15, 2024

Although running a business isn’t always a part-time gig, consulting can offer a lot of flexibility, high income, and ability to continue saving for retirement or cover medical insurance. This article was written by Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 90

Retirement Retirement Planning Insurance Medical 90

Nerd's Eye View

MARCH 14, 2023

In this episode, we talk in-depth about how, during the Great Recession, Nancy (like many other advisory firm owners at the time) were facing the challenges of a 30-40% market drop and its subsequent effect on her firm’s revenue but because she took for granted that she was a CFP professional with a ‘good’ income she didn’t (..)

Management 130

Management Financial Advisor Clients Wealth Management 130

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! For a comprehensive review of your personal situation, always consult with a tax or legal advisor. That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax.

Planning 143

Planning Retirement Planning Taxes Insurance 143

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Zoe Financial

FEBRUARY 21, 2023

Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). Professionals who hold a CFP® are knowledgeable in all areas of financial planning , covering more than 100 topics, and qualify for the certification through tests and work experience.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

eMoney Advisor

FEBRUARY 23, 2023

If you are CFP® professional, keep in mind that there are duties you must satisfy when recommending another service provider to your clients. HR representatives and consultants are often in-the-know when these events happen. Those seeking professional advice may do so by consulting with a professional advisor.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

You should consult a financial professional and perform your own due diligence on these providers before you make any changes to your own investments. candidate for cfp® certification. We are not affiliated with the National ABLE Alliance or any of the different state’s ABLE plans. Alicia Vande Ven, M.S.

Accounting 98

Accounting Financial Advisor Certification CFP 98

Darrow Wealth Management

JANUARY 29, 2024

Consider consulting an attorney to understand what structure might be the most beneficial for your objectives. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Consult an attorney to discuss your personal situation and estate planning needs.

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Attendees will be eligible to earn 1 CFP® CE credit. Those seeking professional advice may do so by consulting with a professional advisor. Insurance in Financial Planning.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97