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 Retirement Planning 
Weekend Reading For Financial Planners (Dec 17-18)
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.
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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.
Weekend Reading For Financial Planners (December 14–15)
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 (..)
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 (October 7-8)
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 (..)
Weekend Reading For Financial Planners (Feb 11-12)
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.
Weekend Reading For Financial Planners (August 26-27)
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.
Weekend Reading For Financial Planners (April 15-16)
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.
Weekend Reading For Financial Planners (April 29-30) 2023
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 (..)
#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
Nerd's Eye View
SEPTEMBER 6, 2022
We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)
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How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). There are even advisors that focus on planning for employees of specific companies. Titles: Financial planners go by many names. Do you have a unique situation?
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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.
How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.
An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
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.”
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.
What is Retirement Planning & How a Certified Financial Planner Help You Achieve Your Goal
International College of Financial Planning
JULY 9, 2022
When we are busy working to earn a living and spending time with our family, first thing needs to think about is Retirement Planning. Generally, people think about Retirement planning after retirement. To plan for retired life important thing is financial plan.
Physician Retirement Planning: How to Prepare
Your Richest Life
JUNE 14, 2024
Will you be supporting anyone else during your retirement? Physician Retirement Planning: What will your expenses really look like? Odds are you are not actually going to need $200k to live on once you retire. However, for many high income earners, a 401(k) is just not enough to cover their full retirement savings needs.
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.
Establishing partnerships to round out your services
Million Dollar Round Table (MDRT)
MAY 7, 2023
By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. But we are passionate about our business, and we think that everybody needs good financial planning. So we have partnered with a financial planner.
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CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance.
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Strategizing Success: The CFP® Blueprint for Indians
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.
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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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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. To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances.
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?
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
Ask financial planners about their degrees, where they are from, what they are in and when they earned the degree. . Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. ChFC ® – Chartered Financial Consultant. Retirement.
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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Succeeding in Financial Services: Expert Insights With John Wheeler
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
Exploring the Impact of Qualifications for Financial Advisors
International College of Financial Planning
DECEMBER 4, 2023
Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Offered by globally esteemed boards, these certifications provide advisors with comprehensive knowledge of financial markets and investment strategies.
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. . Take Advantage of Retirement Plans and Matching Contributions. Employers often match a portion of this contribution to a retirement plan as an employer benefit. .
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. The bottom line is that if you have reason to believe prospects are searching for your business name and it is different from your actual name, include it in your headline.
41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.
The Benefits of a Diversified Investment Portfolio
International College of Financial Planning
AUGUST 31, 2023
Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.)
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Crafting a Legacy: The Road to Financial Advisory Mastery
International College of Financial Planning
JANUARY 15, 2024
Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. The course content is timely, reflecting the evolving dynamics of the financial sector.
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.
How Much Should I Have Saved in My 40s?
Carson Wealth
JANUARY 17, 2023
CFP ® , Director of Consumer Investment Research . And as you think about retirement and long-term goals, they feel more tangible than they did twenty years ago. Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades.
Roth IRAs: Conversions, Mega Back-Door, Tax Calculations, and Recent Legislation
MainStreet Financial Planning
NOVEMBER 1, 2022
Larry Pon , CPA/PFS, CFP, EA, USTCP, AEP. There may be new tax legislation that could change the way we plan for retirement assets. There are proposals to change the deduction for retirement plan contributions, making Roths much more valuable. How : Zoom Meeting, Free to ongoing clients; $10 for guests.
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Why an Investment Fiduciary Won’t Always Meet Your Best Interests
Envision Wealth Planning
MARCH 17, 2022
Upon passing the Series 65 exam, an investment adviser representative does not have to earn continuing education credits to further their knowledge, such as the Certified Financial Planner designation. A Certified Financial Planner (CFP) fiduciary definition matters. But a commission is also a fee.
An Insight into Investment Advisor Courses and Training Programs
International College of Financial Planning
NOVEMBER 10, 2021
Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.
How women can benefit from better financial planning to get financial stress relief!
Envision Wealth Planning
APRIL 10, 2022
Find relief by saving in your retirement plan. If you are like 50% of Americans with workplace retirement plans, you aren’t saving into it. A lack of a sense of control is a primary factor for those employees reporting high or overwhelming financial stress. A CFP to combat financial stress.
What Is a Fiduciary?
Carson Wealth
JANUARY 14, 2023
CFP ® , Director of Consumer Investment Research Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,
Weekend Reading For Financial Planners (February 8–9)
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.
The Four Phases of Retirement
Park Place Financial
MARCH 15, 2022
RETIREMENT PLANNING The Four Phases of Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement planning has become increasingly difficult as the cost of living continues to rise. What Factors Can Impact Retirement Planning? Begin Retirement Planning Today.
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Are Millennial Women Spending Enough to Reach Financial Goals?
Envision Wealth Planning
MARCH 16, 2022
As a CERTIFIED FINANCIAL PLANNER ™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” Your company may have automatically enrolled you in an employer-sponsored retirement plan knowing that you would likely not miss it. That money is for your retirement!
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