International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Are commissions bad?

Insurance 59

Insurance Financial Advisor Retirement License 59

Tucker Advisors

AUGUST 9, 2021

When advisors are not fiduciaries, they follow what is called the “suitability” requirement, which is basically an ethical call to follow the same prioritization of interests. We provide the classes and we pay for many of the costs associated with obtaining the Series 65 license. There is help out there for advisors. Sources: 1.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

The CFP Board allows insurance agents to use the mark and call themselves financial planners, but operate outside the regulatory reach of the SEC, and that’s a problem. The confusion is with the CFP. That’s where the confusion is coming from.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

License Your Music 13. percent interest or lower, you’d need to exceed the FDIC-insured $250,000 account limit to see any real action. Most brokerages no longer charge trading commissions which is a huge saving for us! One solution would be to license your music. Start A Blog 9. Build An Online Course or Guide 10.

Accounting 105

Accounting Investing Investments Media 105