International College of Financial Planning
OCTOBER 26, 2023
Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.
WiserAdvisor
AUGUST 8, 2022
You can look for the following: Chartered Financial Analyst (CFA)). Certified Trust and Financial Officer (CTFA). Certified Private Wealth Advisor (CPWA). Chartered Financial Consultant (ChFC). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP).
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Sara Grillo
DECEMBER 12, 2022
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®.
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?
WiserAdvisor
JULY 24, 2022
Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.
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