Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 222

Financial Planner Fee Only CFP Commission 222

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 221

Financial Planner Compliance CFP Clients 221

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

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 217

Financial Planner Financial Advice Financial Advisor Tax Planning 217

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 237

CFP Financial Planning Planning Certification 237

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 211

Financial Planner Nonprofit CFP Advertising 211

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 217

Financial Planner Retirement Retirement Planning Advertising 217

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 230

Financial Planner CFP Assets Clients 230

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 210

Financial Planner CFP Certification Retirement Planning 210

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 181

Financial Planner Certification CFP Clients 181

Nerd's Eye View

MAY 19, 2023

And amid this backdrop, several AdvisorTech tools have added AI capabilities that could further streamline advisory firms’ middle- and back-office tasks and processes.

Financial Planner 194

Financial Planner CFP Financial Advisor Clients 194

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 207

Financial Planner CFP Clients Planning 207

Nerd's Eye View

APRIL 28, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)

Financial Planner 201

Financial Planner Certification Retirement Planning Retirement 201

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 182

Financial Planner Retirement Planning CFP Financial Planning 182

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 197

Financial Planner Tax Planning CFP Taxes 197

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 206

Financial Planner CFP Clients Planning 206

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 206

CFP Recruitment Sales Certification 206

International College of Financial Planning

OCTOBER 26, 2023

The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Advisor Perspectives

FEBRUARY 19, 2023

Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.

CFP 98

CFP Certified Financial Planner Financial Planner 98

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. Around 26 percent of U.S. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The exam no longer includes essays or written response questions.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. For e.g. saving for a home, retirement, or Higher education.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

eMoney Advisor

NOVEMBER 17, 2022

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. If you’d like to explore this topic in-depth, join me and Joe Buhrmann, CFP®, CLU®, ChFC®, for a webinar on Thursday, December 1 at 2:00 p.m. Attendees will be eligible to earn 1 CFP® CE credit.

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Estate Planning Financial Planner Planning CFP 92

MainStreet Financial Planning

FEBRUARY 27, 2023

Today I’m connecting with my friend and colleague, Jennifer Bush , CFP®, to talk about how she became a financial planner and what her own money story is all about. The post Money Story with Jennifer Bush, CFP® appeared first on MainStreet Financial Planning.

CFP 52

CFP Financial Planner Financial Planning Planning 52

Tobias Financial

JULY 11, 2023

At Tobias Financial Advisors, we believe that trust and vetted experience are the foundation of our business. That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. Why is the CFP® designation crucial to us? appeared first on www.tobiasfinancial.com.

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Certified Financial Planner Financial Planner Fiduciary Duty CFP 40

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52