Midstream Marketing
DECEMBER 10, 2024
Creating Educational Webinars and Online Workshops In todays online world, giving good financial education is a great way to connect with potential clients. You can offer educational webinars and online workshops. Promote your webinars and workshops in different ways. This helps you share your knowledge.
International College of Financial Planning
NOVEMBER 16, 2023
Digital Literacy Workshops: ICOFP regularly conducts workshops focusing on digital literacy. Ethical Considerations: As future financial planners and professionals, our students must understand the ethical implications of their online actions.
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International College of Financial Planning
FEBRUARY 23, 2024
Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.
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.
Indigo Marketing Agency
DECEMBER 19, 2022
You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski. Learn more​​ about Marguerita on LinkedIn.
International College of Financial Planning
JULY 10, 2023
With their expert faculty, structured curriculum, personalized guidance, exam-oriented approach, workshops, mock exams, and alums support, ICOFP equips students with the knowledge, skills, and confidence necessary to excel in the CFP exam.
Midstream Marketing
APRIL 14, 2025
Hosting Webinars and Online Workshops Webinars and online workshops are great tools for financial advisors. Make sure your webinars and workshops are informative, engaging, and interactive. Legal and Ethical Considerations in Digital Marketing Financial advisors should take advantage of digital marketing.
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