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

Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Zoe Financial

APRIL 17, 2023

Which is best for you, traditional pre-tax or Roth after-tax saving, is a question most easily answered with the help of a financial planner who can evaluate your lifetime tax rates. With careful planning and execution, you can secure your financial future and achieve your long-term goals.

Taxes 40

Taxes Retirement Tax Planning CFP 40

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Financial Decision-Making Skills. Hedge Fund Manager.

Compliance 87

Compliance Budgeting Accounting Insurance 87