This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary).
The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through April 2025. Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.5% labor force by educational attainment since 1992. Here is some data on the U.S.
That powerful statistic should prompt action from policymakers, educators, and communities nationwide. According to a 2024 report by Tyton Partners and Next Gen Personal Finance, just one personal finance course in high school can translate into a lifetime benefit of nearly $100,000.
However the market remains under-served when it comes to education and thought leadership. Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO.
billion AUM firm has launched programs providing education and support to recently retired individuals, next-gen investors and student athletes. Since mid-May, the $2.4
Addressing these concerns requires collaborative educational efforts the industry. Planners and clients face challenges and concerns regarding liquidity, fund structures, tax implications, and fees associated with alternative investments.
The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through January 2023. Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.0% labor force by educational attainment since 1992. in January.
Crypto The crypto industry is at a crossroads, post-FTX. on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else.
Because they trade at higher cap rates and are viewed as recession-resistant, net lease investors are picking up more early childhood education properties.
Unemployment by Education This graph shows the unemployment rate by four levels of education (all groups are 25 years and older). Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.0% In general, all categories are close to normal levels. in March.
A cornerstone service that many financial advisors provide is education. This puts advisors in a challenging situation to re-educate or redirect the client without becoming combative or condescending.
In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.
Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)
Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.
Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.
529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Parents could also transfer UTMA assets into a UTMA 529 plan, which limits the child's ability to use funds for non-educational purposes.
Ultimately, the key point is that financial advisors can play an important role in helping their clients protect their assets, both in terms of educating clients on the protections they currently have and the options available to protect other assets, as well as in helping them avoid pitfalls that could put their asset protection plan at risk.
Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g.,
My education had been in engineering, and I spent over two decades working in technical IT roles. The post Importance of Financial education & Why I Joined ICOFP – by Prem Keswani appeared first on International College of Financial Planning. At 46, I found myself at a turning point.
While advisors may make educated guesses about client preferences, this approach has its limits. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.
On the institutional side, planning activity slowed for education, healthcare and government buildings. On the commercial side, weaker planning activity for warehouses, data centers and retail stores drove this months decline. Meanwhile, hotel and office planning continued to accelerate. The commercial segment was up 32% from March 2024.
The influence of content marketing goes well beyond simple brand awareness; it is a crucial asset for educating, engaging and building trust with both prospective clients and colleagues.
Its not the same thing in theory, but in practice, especially with the chatter of reducing income taxes, it feels that way: European consumption tax minus the universal health care, education, and retirement benefits. I hope this take is wrong.
Indexes that increased over the month include household furnishings and operations, medical care, motor vehicle insurance, education, and personal care. The index for all items less food and energy rose 0.2 percent in April , following a 0.1-percent percent increase in March. The all items index rose 2.3
Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.
Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.
Much of the decline on the institutional side is credited to lower levels of education planning. Between February 2023 and February 2024, life science and R&D laboratory projects account for roughly 34% of education planning value, with that share reaching 59% in some months. In March, however, that share dropped to 7%.
Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education. Derek Thompson observed that “the United States has the longest, most expensive medical-education system in the developed world, and among the lowest number of physicians per capita.”
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content