Remove CFP Remove Investment Planning Remove Manufacturing
article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP
article thumbnail

Best High-Yield Investments for 2022

Good Financial Cents

But the key is to invest in certificates with longer terms. Steiner, CFP at Buckingham Advisors. Unlike just one year ago, CDs now merit consideration. Another lower-risk option is to consider a Certificate of Deposit (CD),” advises Lance C.

article thumbnail

Should you die and go to hell before selling an annuity?

Sara Grillo

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! Are commissions bad?