International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning

Steve Sanduski

NOVEMBER 12, 2024

including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financial advice. Sometimes we put our CFP hat on and say, yes, I can solve those problems for you.

Accounting

Clever Girl Finance

JUNE 5, 2025

She tackles common financial advice head-on and offers her own proven systems to help people get ahead financially. If you want to explore alternative philosophies to common advice on topics such as budgeting , you’ll want to check out Afford Anything. This list of best financial podcasts will inspire you!

Certified Financial Planner

Yardley Wealth Management

DECEMBER 10, 2024

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement. For more click here to contact Maureen.

Retirement Planning

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

Financial Planner

Yardley Wealth Management

FEBRUARY 11, 2025

Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit. Despite already having an excellent score in the 840s, Mitchell meticulously experimented with credit card balances, payment timing, and account closures to achieve this goal.

Wealth Management

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Read More.

CFP

Nerd's Eye View

SEPTEMBER 25, 2023

As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

CFP

Abnormal Returns

SEPTEMBER 9, 2024

youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. citywire.com) A lot can change when you sell your practice.

Financial Planner

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

Financial Planner

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'

Planning

Nerd's Eye View

JUNE 24, 2024

Incidentally, this strategy can also improve the firm's client retention in the long term, since clients are sold on the firm experience rather than on any one individual advisor.

Financial Advice

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al. Previous research by Derek Tharp et al.

CFP

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al. Previous research by Derek Tharp et al.

CFP

Abnormal Returns

JULY 3, 2023

investmentnews.com) Advisers Who do investors trust with financial advice? kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. riabiz.com) A Q&A with Preston Cherry about using financial psychology. (riabiz.com) Why advisers need to step up their recruitment game.

Estate Planning

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner

Nerd's Eye View

MAY 7, 2024

So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.

Banking

Nerd's Eye View

SEPTEMBER 26, 2022

Accordingly, advisor licensing could mean establishing a requirement involving a professional designation like the CFP certification for those who provide financial advice.

Financial Advice

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients

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. Read More.

Education

Nerd's Eye View

APRIL 4, 2024

Accordingly, much of the heavy lifting to meet the demand for new advisors will likely be done by the Schwabs and Vanguards of the world, while professional organizations, like the FPA and CFP Board continue to create systems and structures that make it easier for growing firms to develop training programs and career tracks.

Financial Planner

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advice

Nerd's Eye View

DECEMBER 6, 2023

But once a financial coach addresses specific questions from clients around actual securities (e.g., This insight can be invaluable in shaping their services while staying within regulatory boundaries, allowing them to confidently guide those in need of financial advice.

Investments

Abnormal Returns

JANUARY 2, 2023

Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. ft.com) How to talk to adult children about inheritances.

Distribution

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)

Education

eMoney Advisor

DECEMBER 20, 2022

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.

CFP

Nerd's Eye View

JULY 8, 2024

Attending IAR Ethics CE Day allows advicers to fulfill all 6 hours of their required IAR Ethics & Personal Responsibility CE obligations in just 1 day, preventing an end-of-year CE crunch and providing high-quality education from top experts in the field of ethics and compliance (while also satisfying their CFP Ethics and IWI Ethics requirements, (..)

Ethics

Abnormal Returns

MARCH 6, 2023

(investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. fa-mag.com) Vanguard is closing its UK financial planning unit. advisorperspectives.com) What does the research say about CFP misconduct?

Compliance

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

Risk Analysis

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

Certification

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. The post Is AI taking over financial advice? Is AI taking over financial advice? Not so fast! ?

Financial Advice