International College of Financial Planning
OCTOBER 26, 2023
Investment Oversight: Post the formulation of your financial plan, the next step is to channel your assets into fruitful investments. A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy.
Carson Wealth
JULY 12, 2022
Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology.
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Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. investmentnews.com) Part one of a series on how to pass the CFP exam. alphaarchitect.com)
Nerd's Eye View
DECEMBER 6, 2023
Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. But once a financial coach addresses specific questions from clients around actual securities (e.g.,
Abnormal Returns
DECEMBER 12, 2022
investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. kitces.com) What the CFP Board is saying about cryptocurrencies. And I don’t think there’s anything wrong with that."
Abnormal Returns
JANUARY 23, 2023
(riabiz.com) Why adviser M&A activity will pick back up again. riaintel.com) The profession Why now is a great time to be a financial adviser. wealthmanagement.com) Advisers who control their own time feel the most job satisfaction. kitces.com) CFP candidates are becoming more diverse.
Abnormal Returns
OCTOBER 14, 2023
fastcompany.com) The expanded CFP is a hot media property. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (blog.johnwallstreet.com) Streaming services were built without a thought to the customer experience. theinformation.com) On the high costs of cancelled concerts.
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