Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
CFP Financial Planner Insurance 
Weekend Reading For Financial Planners (March 25-26)
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.
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Weekend Reading For Financial Planners (October 12–13)
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 – (..)
Weekend Reading For Financial Planners (September 28–September 29)
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 (..)
50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession
Nerd's Eye View
SEPTEMBER 25, 2023
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.
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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?
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.
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What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity
Nerd's Eye View
SEPTEMBER 19, 2022
2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Read More.
How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest.
#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine
Nerd's Eye View
JULY 26, 2022
We also talk about how the tragedy of 9/11 (coupled with Amy’s personal loss of friends and colleagues) and seeing how underfunded life or disability insurance can seriously impact people's lives inspired Amy to return to college and get her undergraduate degree just so she could gain her CFP marks and become a financial planner, how even though (..)
How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Do you have a unique situation?
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Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification?
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The Impact of Financial Planner Certification or CFP® on Career Growth
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.
Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
eMoney Advisor
JANUARY 12, 2023
If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). I am an irreverent and fun marketing consultant for financial advisors.
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How to stand out and attract more business
Million Dollar Round Table (MDRT)
JUNE 18, 2023
Robert, a financial advisor in North Carolina, came to me after he had tried most of these. He’s an investment advisor representative and CFP with life and health insurance licenses. He told people he was a financial planner and that he worked with all kinds of clients.
How to Become a Financial Planner
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.
Benefits of Pursuing a Certified Financial Planner Course
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.
Why Certified Financial planners are the 1st choice Globally for Personal Assets Management
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.
The Market For “Lemons” In Financial Advice: How Higher Standards Can Lower Costs And Increase Access To Advice
Nerd's Eye View
SEPTEMBER 26, 2022
The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market. Accordingly, advisor licensing could mean establishing a requirement involving a professional designation like the CFP certification for those who provide financial advice.
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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.
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10 Money Lessons I’ve Learned as a Financial Planner
Your Richest Life
JULY 17, 2024
Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. Money lesson #7: Find the financial planner who is right for you. For more information on the services offered, contact Katie today.
What You learn in Risk Analysis Under CFP Certification
International College of Financial Planning
JULY 20, 2022
To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.
Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
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?
How to Become a Financial Advisor or Financial Planner in India?
International College of Financial Planning
SEPTEMBER 3, 2021
When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. After all, if a client feels that a financial planner understands him, then he remains loyal to him.
Accelerate Your Career With the CFP® Fast Track Course
International College of Financial Planning
SEPTEMBER 7, 2024
Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. What Is the CFP® Fast Track Course? Why Choose the CFP® Fast Track?
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Preparing for the CFP Exam: Effective Tips and Strategies for Success
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.
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Three broad financial planning designations include: .
Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)
Ron A. Rhodes
DECEMBER 12, 2023
Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…
Advice-only financial planners are stealing the show!
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” What is an advice-only financial planner?
Managing Money Stress in Turbulent Times
Your Richest Life
MAY 20, 2025
In recent years, getting professional help for your mental well being has become more accessible than ever, and more widely covered by health insurance companies. Check out LetsMakeaPlan.org for a list of certified financial planners that suit your needs. For more information on the services offered, contact Katie today.
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New Physician Financial Success Tips
Your Richest Life
MAY 16, 2023
You’ll encounter plenty of financial DIYers working toward early retirement, unsolicited advice from well meaning family and friends, suggestions from coworkers and even professionals offering their products or services for financial planning and insurance policies. The truth is, you need to know your own limitations.
Make Simplicity Your Superpower
NAIFA Advisor Today
APRIL 25, 2024
Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional.
Difference Between Investment Advisor & Financial Planner: Which Is Right for You?
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.
What is Retirement Planning & How a Certified Financial Planner Help You Achieve Your Goal
International College of Financial Planning
JULY 9, 2022
To plan for retired life important thing is financial plan. Certified Financial Planner can guide us in the early stage of life best for retirement financial planning. A Certified Financial Planner will help you determine your retirement goals based on your current income, expenses and future needs.
Chalk Talk: Reverse Mortgages!
MainStreet Financial Planning
APRIL 4, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Reverse Mortgages!
Get Ahead on Your Financial Goals This Summer
Your Richest Life
MAY 31, 2023
Check Over Retirement Savings Plans and Health Insurance Open enrollment doesn’t begin until the fall, but the summer is a great time to check over your benefits and make sure they’re working for you. Review your health insurance spending and retirement savings for the year, and make note of any major life changes this year.
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Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail
NAIFA Advisor Today
AUGUST 27, 2023
Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services.
What type of financial advisor is right for you? Questions you should ask.
Walkner Condon Financial Advisors
APRIL 21, 2023
In contrast, a commission-based financial advisor receives commissions or other forms of compensation from financial product providers for recommending and selling their products. This can include mutual funds, insurance policies, annuities, and other financial products. What is a Certified Financial Planner (CFP) ?
Unlock Your Dream Job: Short Term Courses with Job Guarantee You Should Consider in the Insurance Planning Industry
International College of Financial Planning
AUGUST 3, 2024
The financial planning and insurance industry offers a dynamic career path with immense growth potential. In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements.
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How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
Examples of fixed expenses include rent or mortgage payments, insurance premiums, groceries, heating and electric bills. Investment assets include retirement plans, investment or savings accounts, annuity or insurance cash values, or any other asset you may use towards a financial goal. Talk to a Financial Advisor Today.
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.
What does it mean to be a Fee-Only financial advisor?
Walkner Condon Financial Advisors
APRIL 17, 2023
In contrast, a commission-based financial advisor receives commissions or other forms of compensation from financial product providers for recommending and selling their products. This can include mutual funds, insurance policies, annuities, and other financial products. What is a Certified Financial Planner (CFP)?
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How Much Should I Be Saving in My 20s?
Carson Wealth
DECEMBER 1, 2022
CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? In other words, your 20s present a financial challenge. . Purchase adequate insurance policies on your car, renters or homeowners insurance and consider life insurance if family members depend on you.
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