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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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CFA or CFP?

A Wealth of Common Sense

A Wealth of Common Sense --> A Wealth of Common Sense Home About Invest with Ben My Books Animal Spirits Podcast Speaking --> CFA or CFP? I’m thinking of doing CFA Level 1 a month after I graduate before starting the CFP path. Even though you’re studying markets in school I would still focus on getting your CFP first.

CFP 73
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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold. Independent of your employment nature in the Wealth Management space, it does create a tremendous differentiation to be CFP certified.

CFP 40
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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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Adviser links: estate uncertainty

Abnormal Returns

Advisortech The CFP Board has released guidelines for using AI. flowfp.com) Stop using this phrase in retirement planning. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space.

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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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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.