International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Financial advisors empower their clients, enlightening them about financial health and cultivating habits that pave the way to prosperity. They invest time in nurturing these relationships, ensuring trust and mutual growth.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

WiserAdvisor

JULY 24, 2022

And even though things may be different now, every new government can propose a new tax policy depending on the economic conditions in the country. Life can drastically change after retirement for a number of reasons. Income tax, estate tax, state tax, property tax, investment returns, debt, etc., Health concerns can catch up.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59