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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

International College of Financial Planning

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. What Is a Certified Financial Planner®? Compared to investment advisors, CFP® offer a more comprehensive service.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Should you die and go to hell before selling an annuity?

Sara Grillo

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. About Gary Mettler.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. What’s the finance industry like in Spain? BERRUGA: It’s fundamentally different.

Clients 150
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space.

CFP 59
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Transcript: Dave Nadig

The Big Picture

And my answer was, well, I get all my information about this from Nadig. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. What were his information sources? Who were his colleagues?