International College of Financial Planning

NOVEMBER 10, 2021

Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry. There are less than 2000 people in India who have qualified CFP. This is a global certification and comes with lots of perks.

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Investment Advisor Investments Investing Certified Financial Planner 52

Zoe Financial

FEBRUARY 21, 2023

Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). Professionals who hold a CFP® are knowledgeable in all areas of financial planning , covering more than 100 topics, and qualify for the certification through tests and work experience.

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Financial Advisor Accounting Certified Financial Planner Certification 40

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. If you look at the valuation range that they’ve traded at in recent history, most of them are at the upper ranges of that. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Happy to be here.

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Marketing Marketing Banking Numbers 52

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. About Gary Mettler.

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Insurance Retirement License Financial Advisor 59

The Big Picture

MAY 21, 2024

They eventually get a CFP and they go to the advisory side. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. And one of the worst performing factors has been valuation. That that works for them.

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Numbers Banking Management Marketing 144

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Jan 10, 2023 CFP?

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