International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. What Do Financial Advisors Do? A financial advisor provides financial knowledge and advice to customers to make informed decisions, which is critical, especially when it comes to meeting long-term financial goals.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Inside Information

JULY 31, 2022

Doctors, lawyers and accountants have all achieved government recognition of their professional status. Yes, there are regulatory requirements to register as an investment advisor. Currently there are no minimum standards for competency or ethics for those professing to be financial planners. So what will this look like?

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. What are the changes in Colorado investment advisor regulations regarding financial planning? Working with advocacy groups to influence policy, law and governance. Mentoring younger advisors. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

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