Remove Commission Remove Ethics Remove Financial Planner Remove License
article thumbnail

How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

article thumbnail

Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA. even as the CFP Board has announced its own Competency Standards Commission to raise their own standards regarding who can use the Certified Financial Planner title?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. It’s about to get very, very heated so let’s get on to the show! He even pays for certain employees to go through the program.

CFP 80
article thumbnail

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

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may.

CFP 59
article thumbnail

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. License Your Music 13. Most brokerages no longer charge trading commissions which is a huge saving for us! One solution would be to license your music.