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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP 40
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

He said the application adhered to the established tenets of the CFP curriculum. It has become a challenge to keep up with new rollouts. “We

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India?

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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

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. And this is what sets a CFP® professional apart. It builds a mindset. You learn to think beyond numbers.

CFP 40
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Active vs. Passive Investing: Which Strategy is Right for You?

Your Richest Life

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? Active investing involves a hands-on approach to managing your portfolio.