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Weekend Reading For Financial Planners (October 28-29)

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 shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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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.

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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities

International College of Financial Planning

.” Today’s businesses require financial advice to fulfill their financial objectives. Selecting a career as a “financial planner” will aid in opening doors to success. If you are aspiring to become a successful financial planner? Consider the CFP course.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. They help clients manage their financial aspects and develop customized strategies based on their needs.

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Average Fees for Financial Advisors in 2023

Harness Wealth

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Is It Worth Paying a Financial Advisor 1%?

WiserAdvisor

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.