Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice.

Financial Planning

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

International College of Financial Planning

JULY 2, 2025

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

Financial Planner

Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. CFP Board Career Center, FPA Job Board), on general interest sites (e.g., When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas.

Advertising

International College of Financial Planning

MARCH 12, 2025

Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly.

Financial Planning

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

Financial Planning

International College of Financial Planning

JULY 11, 2025

And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. At the International College of Financial Planning (ICOFP) , we have seen this transformation first-hand.

CFP

International College of Financial Planning

JULY 31, 2025

At ICOFP, We See This Transition First-Hand At the International College of Financial Planning (ICOFP) , we have seen this transformation first-hand. 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.

CFP

Wealth Management

JULY 18, 2025

In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I The newly minted CFP, who had worked as a personal finance instructor with the U.S. Now, he runs his independent practice, Always Ready Financial Planning, and hopes to surpass his former compensation in about two years. “It

Estate Planning

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

Breaking the mold and holding clients accountable When a high-net-worth client seemed more interested in leaving his office than financial planning, 17-year MDRT member Gino Saggiomo, CFP , of Fortitude Valley, Queensland, Australia, found a way to hold the client accountable and financially prepare for the future.

Clients

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Tom Ruggie on LinkedIn Significance of Wealth Subscribe to Tom’s podcast.

Financial Planning

Tobias Financial

DECEMBER 15, 2024

When it comes to financial planning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. Financial planning is not just about setting one goal – its a continual process of making decisions that shape your financial future.

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 so many credentials in the financial services industry, each with their own standards, qualifications, and merits. You can also search for a planner on the CFP board website.

Fee Only

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. These conversations, while challenging, are essential for comprehensive family financial planning.

Financial Planning

Nerd's Eye View

JUNE 30, 2025

We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.

Financial Planning

International College of Financial Planning

NOVEMBER 18, 2024

I reached out to an advisory service, and they helped me create my first financial plan. Looking back, I realize that it took me 20 years to fully appreciate the importance of financial planning. I wasn’t actively involved in the process, and once again, I wasn’t maximizing my returns.

Education

Your Richest Life

JANUARY 27, 2025

About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. Whichever approach you choose, make sure it aligns with your goals and needs, and work with a professional if you need more help building the right portfolio for you.

Investing

Your Richest Life

NOVEMBER 26, 2024

Money tips for your 40s About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Personal Finance Habits of a Successful Retiree Should You Retire Early? For more information on the services offered, contact Katie today.

Retirement

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals.

Clients

Your Richest Life

NOVEMBER 1, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post How Presidential Elections Affect the Financial Markets appeared first on Your Richest Life.

Financial Market

Million Dollar Round Table (MDRT)

JANUARY 28, 2025

By Alain Quennec, CFP, CIM Fifteen years ago, a client and I were cycling when he introduced me to one of his friends. My heart fell right away because this client didnt understand the breadth of the work and complex financial planning we had done for him in the previous five or 10 years. He said, Hi, this is Al Quennec.

Clients

Tobias Financial

AUGUST 5, 2025

During our latest Quarterly Market Update Webinar, our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®, and Wealth Advisor, Franklin Gay, CFP®, EA , reviewed recent market activity and provided insights into how the legislation, along with broader economic trends, may shape financial planning strategies in the months ahead.

CFP

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. Raymond James Practice Mercer Advisors Lands $1.2B 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

Your Richest Life

NOVEMBER 12, 2024

That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Budgeting

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. His legacy is one of steady growth, meaningful client relationships, and a clear vision for the future.

Certified Financial Planner

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice

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

Yardley Wealth Management

DECEMBER 24, 2024

The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. Kick Off the New Year with a Solid Plan by Michael J. Are you the hero who overcomes financial obstacles, or the side character watching others succeed? As your CFP®, I’m here to help you rewrite that story.

Planning

Your Richest Life

MARCH 12, 2025

About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. If you do use an extension, make sure you mark the new date on your calendar to avoid accidentally missing that deadline, or incurring penalties.

Taxes

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

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

Having a plan can cut down on your stress, and allow you to feel more in control of your finances. Keep in mind that life is unpredictable, and its okay for your financial plan to adapt to your changing circumstances. 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

Financial Symmetry

JULY 21, 2025

Welcoming the 2025 Internship Class Our 24th ‐ year internship cohort reminds us why we invest in education: Huy Truong – NC State (graduating Dec 2025, Business/Finance) Charlie Barstow – Virginia Tech (Financial Planning & Wealth Management) Anthony Rosen – Univ.

CFP

Tobias Financial

JUNE 15, 2025

Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.

Retirement

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

Financial Market