International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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