The Big Picture

APRIL 29, 2025

00:27:56 [Speaker Changed] So let’s talk a little bit about risk management. But talk a little bit about your risk management and the downside protection you deploy to make sure that volatility like we’ve been seeing doesn’t hit the bottom line too hard.

Management 130

Management Assets Portfolio Insurance 130

International College of Financial Planning

OCTOBER 10, 2024

It is valued for its rigorous training, ethical standards, and comprehensive understanding of financial planning. Trust and Credibility: Clients trust certified professionals more, as they adhere to strict ethical guidelines and demonstrate a deeper knowledge of financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

MAY 6, 2022

To become a CFP, you must complete a rigorous educational program and pass a comprehensive exam. Here are the steps you need to take to become a CFP: Complete the Educational Requirements: The first step to becoming a CFP is to complete the educational requirements. Here you are one step closer to your dream job.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

JUNE 10, 2022

This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. . Level 3: FPSB® Risk and Estate Planning Specialist . The new course structure will bring an enhanced educational experience to our students.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

DECEMBER 9, 2024

The certification’s emphasis on ethical practices and comprehensive financial planning makes it increasingly relevant in today’s complex financial landscape. This unique support system ensures candidates receive practical insights and targeted preparation strategies. How ICOFP Can Help?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

MAY 30, 2023

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

Retirement Planning 40

Retirement Planning Education Budgeting Debt Management 40

International College of Financial Planning

MARCH 9, 2024

CFP® professionals undergo stringent training and acquire a deep-rooted understanding of financial principles and ethics, setting them apart in financial advisory. They are not merely advisors but vital navigators, helping clients navigate the intricacies of investments, savings, risk management, and retirement planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 10, 2023

Necessary Qualifications and Skills It is critical to attain relevant education, experience, and certification for becoming a SEBI Registered Investment Advisor. Another pathway is obtaining a professional qualification by obtaining a CFA (Chartered Financial Analyst) Charter from the CFA Institute.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

The Big Picture

JULY 19, 2022

He came to educate us in 1989 and teach us what we were doing, what we should be doing and I was just an enthusiastic kid there. So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera.

Valuation 130

Valuation Investing Investments Portfolio 130

The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. They work very hard when I was growing up to give me like a really good education. You also have an S&P 500 Covered Call.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. Likehe went in doubt, do it the right way.

Banking 130

Banking Retail Math Management 130

Sara Grillo

NOVEMBER 14, 2022

In Salaske’s view, education is the issue because annuities are sold products. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. He has also earned the Retirement Management Advisor (RMA ® ) and CBBF professional designations.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

JANUARY 14, 2025

So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing. 00:35:07 [Speaker Changed] So to me, investor education really understanding what they’re investing is, is a critical component to being a successful investor. Most of his mentorship was through his actions.

Management 147

Management Investing Investments Assets 147