International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

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Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.

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International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? This international recognition provides certified professionals with unprecedented career mobility.

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International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

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International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

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International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. By Laura H. Mattia, Ph.D.,

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International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”

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Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. When it comes to the plan itself, most National Able Alliance (NAA) Member Plans are the best available option. The breakdown of the basics of those plans is below. .

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Carson Wealth

OCTOBER 6, 2022

Kevin Oleszewski, CFP ® , Senior Wealth Planner. I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. 3. Employee stock purchase plans.

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International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

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Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.

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Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? Meeting with a qualified financial planning professional can help you begin building positive and lasting behaviors.?? . Take Advantage of Retirement Plans and Matching Contributions. Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq.,

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International College of Financial Planning

JANUARY 15, 2024

Let’s discuss financial planning courses online and get an insight into its ability and success. Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies.

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Carson Wealth

OCTOBER 26, 2022

Kevin Oleszewski, CFP ® Senior Wealth Planner. As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. A net neutral tax position. What Is Tax Loss Harvesting?

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International College of Financial Planning

NOVEMBER 10, 2021

This has led to the constant lookout for Investment Advisors who are trained to offer clients the right advice and direction concerning investments based upon investment goals, the length of the investment, and the risk appetite. There are less than 2000 people in India who have qualified CFP.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. I am an irreverent and fun marketing consultant for financial advisors.

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International College of Financial Planning

MAY 20, 2024

Wealth Management Course at ICOFP The International College of Financial Planning (ICOFP) stands out with its variety of specialized courses designed to prepare graduates for immediate entry into the finance industry: Integrated Diploma in Wealth Management (IDWM): This robust program combines theoretical learning with practical application.

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International College of Financial Planning

JUNE 25, 2024

RFPA Course The Registered Financial Prosperity Advisor (RFPA) program, offered by the International College of Financial Planning (ICOFP) in collaboration with Bajaj Capital, is a prime example of an effectively designed short-term course.

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Tobias Financial

JULY 11, 2023

That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. Why is the CFP® designation crucial to us?

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Your Richest Life

JUNE 30, 2022

Consider dollar cost averaging , which is where a fixed amount of money is invested regularly, regardless of what the markets are doing. This helps investors to continue with a set investment plan, without quick, emotional decisions that could backfire. . Different asset classes are up at different times.

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Carson Wealth

JANUARY 17, 2023

CFP ®   , Director of Consumer Investment Research   . Consider the following five steps to take planning for retirement in your 40s:   . Align Your Current Spending and Savings Plans with Future Goals  . Maximize Your Retirement Plan Savings  . Ellie decides to contribute $20,500 into this plan.

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Your Richest Life

JANUARY 16, 2024

Once you know the reality of your situation, you can start making an actual plan to get closer to where you want to be. You can always work with a financial advisor to help you come up with your budget and investment plans, too. There are plenty of apps that can help you track your accounts and spending, too.

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Your Richest Life

SEPTEMBER 10, 2024

Or, if you plan to buy a house within the year and your down payment is sitting in the stock market, you might run the risk of losing that money in a down market before you buy. Make sure that the investments in your account reflect what you are trying to accomplish, both short and long term.

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Your Richest Life

JANUARY 31, 2022

Friends and relatives can contribute to a 529 plan for college, for example. Just make sure they fit in with your overall investment plan and money goals before you purchase. For example, if you’re considering buying savings bonds to help pay for education costs, a 529 plan typically has more to offer long-term.

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Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

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Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

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Tobias Financial

MAY 12, 2024

However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. In today’s ever-evolving financial landscape, gaining insights into these differences can be invaluable for shaping your investment strategy.

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Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. They can guide you on savings and investment decisions and help you decide on some goals for the money. Many people in this bucket have set up a simple investment plan. The list is endless. When should you get a financial advisor?

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Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. They can guide you on savings and investment decisions and help you decide on some goals for the money. Many people in this bucket have set up a simple investment plan. The list is endless. When should you get a financial advisor?

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Sara Grillo

AUGUST 25, 2023

Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Services: I offer investment management as an add-on to financial planning.

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Tobias Financial

AUGUST 17, 2023

Our CEO, Marianela Collado , CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening a CD account. With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed decision that aligns with your financial goals.

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International College of Financial Planning

JULY 31, 2023

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

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Tobias Financial

AUGUST 25, 2023

Whether you’re fresh out of college or advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz , CFA, CFP®, EA was quoted on CNBC sharing his insights on the key steps to consider as a first-time investor.

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Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. Lee holds a Ph.D.

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