Financial Advice Financial Market Investment Advisor Risk Management 
International College of Financial Planning
JULY 10, 2023
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. They play a critical role in building and strengthening long-term client partnerships.
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.
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Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Join the Transparency Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan.
Sara Grillo
NOVEMBER 14, 2022
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. 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?
The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.
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