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. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. investmentnews.com) Part one of a series on how to pass the CFP exam.
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.
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Carson Wealth
JULY 12, 2022
In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Broad financial planning designations are different than degrees. Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER.
Abnormal Returns
DECEMBER 12, 2022
investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. kitces.com) What the CFP Board is saying about cryptocurrencies.
Abnormal Returns
JANUARY 23, 2023
Podcasts Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth. wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors." (riabiz.com) Why adviser M&A activity will pick back up again.
International College of Financial Planning
OCTOBER 26, 2023
A financial advisor isn’t just a title; it’s a commitment. They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement.
Harness Wealth
MAY 25, 2023
Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. CFP Exam: Successful completion of the CFP exam.
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