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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Other reasons to work with a fiduciary registered investment advisor Legal obligation to act in your best interests: A fiduciary duty isn’t a marketing tactic, it’s a legal obligation and the highest standard of loyalty and care under the law. You can search for CFP® professionals here.

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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. This fiduciary duty is a cornerstone of their practice, providing clients with the confidence that their financial advisor is working solely for them. Don’t get too hung up here.

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Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)

Ron A. Rhodes

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

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How to Choose a Personal Financial Advisor

Park Place Financial

Think about the aspects of your financial circumstances that you need the most guidance with before consulting with an advisor. Certified Financial Planner (CFP) . A key indication of an advisor’s dedication to acting in the client’s best interest is the mention of fiduciary duty. Reflect on Your Financial Situation .

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? 3 Certain other aspects of an adviser’s fiduciary duties are grounded in the law of trusts.4