International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 14, 2023

Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

APRIL 25, 2023

There’s not significant licensing, you know, that that takes place. HAMBURGER: And you can scale it down to a single user license. Now you buy a license. HAMBURGER: You buy a single license and you log in and you start to configure it. There’s not a high barrier to entry. RITHOLTZ: Meaning? RITHOLTZ: Right.

Compliance 162

Compliance Clients Wealth Management Management 162