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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience.

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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Review Investment Allocations Markets evolve, and so should your portfolio.

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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

In this detailed guide, we’ll break down what the CFP certification is, its structure, who it’s meant for, the career benefits it offers, and why it can be a game-changer in India’s evolving financial advisory space. The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. The real issue? It builds a mindset.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble. In this article, we’ll walk through some of the most common investment mistakes retirees make. Take the year 2022, for example.