International College of Financial Planning

JULY 9, 2025

With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold. Independent of your employment nature in the Wealth Management space, it does create a tremendous differentiation to be CFP certified.

CFP

Darrow Wealth Management

FEBRUARY 13, 2025

With a narrow search, Google can be a great starting point to help you find a fee-only financial planner. The National Association of Personal Financial Advisors The National Association of Personal Financial Advisors (NAPFA) may come up in some of your searches for an advisor. Titles: Financial planners go by many names.

Fee Only

International College of Financial Planning

JULY 31, 2025

As India’s leading institution for CFP® education, we have nurtured thousands of future-ready Certified Financial Planners (CFP®) who combine analytical depth with human insight. Because the real job of a financial planner is not to predict the next market move. It is a forward-looking recalibration.

CFP

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

Financial Planner

Tobias Financial

DECEMBER 15, 2024

Advisors who have knowledge of tax laws alongside financial planning can help avoid potential pitfalls, improve tax efficiency, and ensure each decision aligns with long-term objectives. Our CEO, Marianela Collado, CPA/PFS, CFP, CDS is an example of how this combination of skills can benefit clients.

Financial Advisor

Wealth Management

JULY 31, 2025

As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Brian earned his B.S.

Wealth Management

International College of Financial Planning

JUNE 5, 2025

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. ” When you’re CFP®, your work speaks for you. If you can’t handle their confusion, you won’t earn their confidence. This job is technical, yes. But it’s also profoundly human.

Wealth Management

NAIFA Advisor Today

AUGUST 6, 2025

Craig Wright is a financial advisor with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

Certified Financial Planner

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. Think long-term: The goal isnt to get rich overnightits to build wealth sustainably.

Financial Planning

Financial Symmetry

MAY 27, 2025

He joined the firm as its first intern, a role that laid the foundation for a long and impactful career in financial planning. After graduating, Chad came on board full-time as a Financial Planning Associate. He went on to earn his Certified Financial Planner (CFP) designation and became the second advisor at Financial Symmetry.

Certified Financial Planner

Financial Symmetry

JUNE 18, 2025

She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession.

Certified Financial Planner

Your Richest Life

MAY 20, 2025

Check out LetsMakeaPlan.org for a list of certified financial planners that suit your needs. Or, if youve found that you struggle to meet your financial goals, it might be a good idea to bring in a financial therapist. Look into the Financial Therapy Association to find a therapist that suits your needs.

Management

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

Compliance

Your Richest Life

JULY 14, 2025

In 2024, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the 10th year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. I can’t wait to see what the next year has in store for Your Richest Life.

Financial Planner

International College of Financial Planning

JUNE 27, 2025

Today, courses like the CFP , IDWM , RFPA , and PGDFP offered at ICOFP are designed not just to create employment opportunities, but to prepare you to be industry-ready and future-focused. These programs are practical, flexible, and open up career pathways in finance, wealth advisory, and financial planning.

Estate Planning

Clever Girl Finance

JUNE 5, 2025

Wellness For Financial Grownups Podcast host of Wellness For Financial Grownups: Bobbi Rebell Wellness For Financial Grownups is all about sharing money tips and stories from experts and everyday individuals on how to be a financial grownup.

Certified Financial Planner

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

International College of Financial Planning

JULY 16, 2025

Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context.

Investing

Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV).

Estate Planning

The Big Picture

MAY 13, 2025

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. 00:25:15 [Speaker Changed] Huh, really, really fascinating.

Clients

International College of Financial Planning

JUNE 23, 2025

Introduction to Debt Repayment Strategies Managing debt is a challenge that many middle-class Indian families face today. Whether it’s credit card dues, a gold loan taken during a medical emergency, or an EMI on a personal loan, debt can feel like a constant weight on your shoulders. The good news?

Planning

Nerd's Eye View

DECEMBER 19, 2022

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA. Raising the question of whether the FPA is also considering an about-face on its CFP-centricity, too.

Financial Planner

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Financial Planner

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

Nerd's Eye View

DECEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing (..)

Financial Planner

Nerd's Eye View

SEPTEMBER 8, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately help firms (..)

Financial Planner

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

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

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Financial Planner

Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

Financial Planner

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner

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

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

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner

Nerd's Eye View

NOVEMBER 18, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

Financial Planner