International College of Financial Planning

JULY 9, 2025

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. Lakhs Employees of their Wealth Management team. Recently the largest Bank in India has signed MOU with FPSB India to certify about 2.65

CFP 40

CFP Wealth Management Certification Asset Allocation 40

International College of Financial Planning

JULY 2, 2025

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.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Wealth Management

JULY 18, 2025

In other people moves, Franklin Templeton bolsters OCIO push with longtime Mercer investment leader, and the CFP Board names a professor of finance from Kansas State its next board chair-elect.

Financial Planning 203

Financial Planning CFP Investing Investments 203

International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. ” When you’re CFP®, your work speaks for you. Lets be real for a moment. This job is technical, yes.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Darrow Wealth Management

FEBRUARY 13, 2025

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. You can also search for a planner on the CFP board website.

Fee Only 56

Fee Only Financial Advisor Certified Financial Planner Financial Planner 56

Abnormal Returns

MARCH 10, 2025

Advisortech The CFP Board has released guidelines for using AI. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves.

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Nerd's Eye View

MARCH 11, 2025

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Welcome everyone! My guest on today's podcast is Lorie Jones.

Financial Advisor 130

Financial Advisor Certification Clients Wealth Advisor 130

Darrow Wealth Management

NOVEMBER 7, 2024

Seriously consider working with a firm like Darrow Wealth Management that specializes in stock option and IPO planning. Sudden wealth advisors Darrow Wealth Management specializes in stock options and equity compensation. Financial planning: It’s a highly nuanced situation when a company goes public.

Taxes 98

Taxes Wealth Management Wealth Advisor Tax Planning 98

Yardley Wealth Management

DECEMBER 24, 2024

The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories.

Planning 52

Planning Wealth Management Insurance Coverage CFP 52

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.

Taxes 40

Taxes Wealth Management Distribution CFP 40

Financial Symmetry

JULY 21, 2025

Welcoming the 2025 Internship Class Our 24th ‐ year internship cohort reminds us why we invest in education: Huy Truong – NC State (graduating Dec 2025, Business/Finance) Charlie Barstow – Virginia Tech (Financial Planning & Wealth Management) Anthony Rosen – Univ.

CFP 57

CFP Tax Planning Wealth Management Taxes 57

Yardley Wealth Management

NOVEMBER 5, 2024

Featuring Guest Ben Madden appeared first on Yardley Wealth Management, LLC. But as Mike Garry, CFP® and CEO of Yardley Wealth Management, points out, these dividends might not always be a sign of a stable investment. Featuring Guest Ben Madden appeared first on Yardley Wealth Management, LLC.

Wealth Management 52

Wealth Management CFP Management Investing 52

Yardley Wealth Management

FEBRUARY 11, 2025

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Yardley Wealth Management

SEPTEMBER 3, 2024

Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Mike Garry : Financial advisor, CFP®️, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. The post Are You Ready to Start Your Own Business?

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

Abnormal Returns

MAY 19, 2025

kitces.com) The CFP Board a new AI-powered exam prep platform. (riabiz.com) Basic Capital wants to bring leverage to your 401(k) plan. wealthmanagement.com) Data provider YCharts is for sale. citywire.com) Advisers How to market to a niche, even if you aren't a niche provider.

CFP 147

CFP Clients Planning Sales 147

Yardley Wealth Management

DECEMBER 10, 2024

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. For more click here to contact Maureen.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52

The Big Picture

MAY 13, 2025

So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. So, so I have to ask you, you are working at this giant shop and you say, I know, let’s build an RIAA registered investment advisory firm that’s a fiduciary within a giant asset manager. So it’s possible.

Clients 130

Clients Investing Investments Management 130

Abnormal Returns

DECEMBER 23, 2024

roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. (crr.bc.edu) Early retirement often leads to taking Social Security early. thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. financial-planning.com) How to reduce bias in your hiring process.

Financial Advising 147

Financial Advising CFP Compliance Retirement 147

Wealth Management

JULY 18, 2025

In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the American Bankers Association, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CTFA or CFP®). What Can Shakespeare Teach Us About Estate Planning?

Estate Planning 205

Estate Planning Planning Wealth Management CFP 205

Abnormal Returns

DECEMBER 16, 2024

youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. kitces.com) Vanguard All signs point to Vanguard bulking up its wealth management capabilities. advisorperspectives.com) The number of people taking the CFP exam is at a record high.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Wealth Management

AUGUST 11, 2022

Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.

CFP 246

CFP Wealth Management Management 246

Wealth Management

JANUARY 25, 2023

The CFP Board Center of Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.

CFP 290

CFP Financial Planning Planning 290

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 263

CFP 263

Wealth Management

OCTOBER 28, 2024

In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.

CFP 278

CFP 278

Wealth Management

SEPTEMBER 3, 2022

The CFP Board reversed Joseph Whitney's interim suspension after New Jersey prosecutors dismissed criminal charges of conspiracy against him.

CFP 264

CFP 264

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 245

CFP 245

Wealth Management

JANUARY 19, 2023

The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.

CFP 264

CFP Numbers 264

Wealth Management

JULY 17, 2024

Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.

CFP 268

CFP 268

Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

CFP 246

CFP Financial Advisor 246

Abnormal Returns

SEPTEMBER 16, 2024

(investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. riabiz.com) CFP professionals make more money. riabiz.com) Why Vanguard reduced the minimums for its Digital Advice program. riabiz.com) How Ron Carson is distancing himself from his old firm.

Wealth Management 278

Wealth Management Startup CFP Retirement 278

Abnormal Returns

MAY 1, 2023

financialadvisoriq.com) Three United Capital alumni have launched Modern Wealth Management. riabiz.com) First Republic ($FRC) has seen a wealth management staff exodus. financial-planning.com) Practice managment There is a big difference between being a good adviser and managing a RIA. investmentnews.com)

Wealth Management 246

Wealth Management CFP Education Clients 246

Wealth Management

NOVEMBER 9, 2023

The Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its public sanctions, but starting today the Board will make the actual orders available to the public.

CFP 281

CFP Ethics Commission 281

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 250

CFP Retirement Planning 250

Wealth Management

SEPTEMBER 2, 2022

At least half of the recipients will be from populations underrepresented in the profession.

CFP 264

CFP 264

Wealth Management

AUGUST 12, 2022

The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with manslaughter in an alleged drunk driving incident.

CFP 246

CFP Financial Planning Planning 246