Commission Fee Only Financial Advice License 
International College of Financial Planning
SEPTEMBER 3, 2021
Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. 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.
International College of Financial Planning
AUGUST 2, 2021
This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. CFPs are still a rare find in India and even rarer in the role of financial advisors.
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Sara Grillo
AUGUST 14, 2023
I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? Commissions are opaque. Insurance is opaque.
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Are commissions bad? Are commissions bad?
Sara Grillo
SEPTEMBER 26, 2022
Securities and Exchange Commission. Securities and Exchange Commission. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. 2022, August 1). CFP® Professional Demographics. 2013, March). 2019, July 30).
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