International College of Financial Planning

SEPTEMBER 3, 2021

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.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Nerd's Eye View

JULY 18, 2022

But these positions are often tenuous for new advisors, with extremely high failure rates, driven in large part by compensation that is reliant primarily on commissions from product sales.

CFP 190

CFP Recruitment Sales Certification 190

WiserAdvisor

JUNE 2, 2023

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Nerd's Eye View

DECEMBER 19, 2022

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?

Financial Planner 169

Financial Planner CFP Certified Financial Planner Financial Planning 169

International College of Financial Planning

AUGUST 2, 2021

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52