article thumbnail

How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update

Nerd's Eye View

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).

CFP
article thumbnail

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Nerd's Eye View

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

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.

article thumbnail

Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement

Nerd's Eye View

By integrating philanthropic planning into their services, advisors can add significant value to client relationships and provide more holistic planning. Resources like handouts or educational videos can also be helpful tools to inform clients – often, many people are simply unaware of the range of possibilities!

article thumbnail

Securing Your Legacy: Financial Planning Tips for Your Children’s Future

Yardley Wealth Management

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

article thumbnail

Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Others take a broader approach, giving newer advisors more opportunities to practice and build confidence across different areas of financial planning.

article thumbnail

Importance of Financial education & Why I Joined ICOFP – by Prem Keswani

International College of Financial Planning

My education had been in engineering, and I spent over two decades working in technical IT roles. I reached out to an advisory service, and they helped me create my first financial plan. Looking back, I realize that it took me 20 years to fully appreciate the importance of financial planning.