International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. As an independent advisor here are certain certifications you need to be aware of – . This certification is Financial Planning Standards Board (FPSB).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

DECEMBER 12, 2022

So when the advisor is not totally transparent with what their fee model is, not just the fees they are charging but any fees and costs overall, whether it is insurance products, whether it’s AUM fees, whether it’s fixed fees or hourly fees or a combination of all these…” – Scott Salaske. Join the Transparency Advisor Movement.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JULY 24, 2022

Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year. High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59