Remove CFP Remove Ethics Remove Taxes
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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

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification? What makes the CFP credential so respected?

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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

As we enter midyear, registration is now open for our annual IAR Ethics CE Day taking place on Thursday, August 28th. And yes, our IAR CE Intensives will still cross-apply CE credit for all other eligible CE types, including CFP, CPA, all the designations from IWI, College for Financial Planning, the American College, and more!

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. ” When you’re CFP®, your work speaks for you. Clients were all about one thing: performance.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Our newest course on Life Insurance Policies adds to our existing programs on reviewing Tax Returns and navigating Estate Documents as well, and we're committed to continue to expand our financial advicer curriculum in the years to come!

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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

interest rates, and relatively little new tax legislation (yet). And to meet the growing demand for the required "Ethics & Professional Responsibility" content in particular, we're also excited to announce the return of our IAR Ethics CE on August 29 , 2024!

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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education. Degrees do not require continuing education and rarely any ongoing ethical commitment. CFP ® – CERTIFIED FINANCIAL PLANNER.