Remove Education Remove Financial Planner Remove Tax Planning
article thumbnail

Weekend Reading For Financial Planners (May 17–18)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

article thumbnail

Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?

Nerd's Eye View

As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences. One helpful framework to contextualize financial decisions is the concept of 'wicked' versus 'kind' learning environments.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

article thumbnail

The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Explore how to reach potential clients by using educational content and CRM systems. Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. These resources might have financial planners, checklists, or eBooks.

article thumbnail

Weekend Reading For Financial Planners (June 1-2)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)

article thumbnail

How Certified Financial Planners Can Leverage Digital Platforms?

International College of Financial Planning

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

article thumbnail

The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.