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

International College of Financial Planning

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.

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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. At the International College of Financial Planning (ICOFP) , we have seen this transformation first-hand.

CFP
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Weekend Reading For Financial Planners (May 3–4)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)

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The One Big Beautiful Bill and More: Highlights from Our July 2025 Market Update Webinar

Tobias Financial

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
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Weekend Reading For Financial Planners (September 9-10)

Nerd's Eye View

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)