International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 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. Income tax, estate tax, state tax, property tax, investment returns, debt, etc., can present themselves as intimidating numbers on a piece of paper.

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