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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

A good estate plan ensures your assets go where you want them to. It can also help reduce taxes and make life easier for your family during difficult times. A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan. Mistake #3: Not keeping emotions out of investing Emotions and investing don’t mix well.

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7 Best Personal Finance Courses in 2024 For Beginners

Trade Brains

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

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Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers

International College of Financial Planning

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

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An Insight into Investment Advisor Courses and Training Programs

International College of Financial Planning

Chartered Financial Analyst (CFA) – If you have set your eyes on becoming an Investment Advisor this is one of the best courses to take. Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager.

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How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?

International College of Financial Planning

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

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The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning.