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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What makes the CFP credential so respected?

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

A financial advisor who can deliver that kind of all-in-one support can add immense value to clients and save them time, stress, and potentially money. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

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Weekend Reading For Financial Planners (August 3-4)

Nerd's Eye View

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

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Weekend Reading For Financial Planners (Aug. 3-4)

Nerd's Eye View

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." However, as investors learned in 2022, when the S&P 500 and 20-year Treasury Bonds fell 18.1%

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5 Tips to Build an Investment Portfolio for Retirement

WiserAdvisor

There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task.