Nerd's Eye View

SEPTEMBER 25, 2023

The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

CFP 246

CFP Financial Planning Planning Certification 246

International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Trade Brains

JUNE 2, 2023

Covering over 1+ Crore customer base, the full-service stockbroker recently changed its business model in November 2019 to offer a flat brokerage charge on all services and equity delivery as free of cost which is indeed an impressive move. It is also known for its transparent working policies and ethical practices.

Accounting 52

Accounting Clients Retail Certification 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

NOVEMBER 15, 2022

RITHOLTZ: I don’t recall a whole lot of work from home ETFs in 2019. And if there’s like one person who I was, like, if I had a business decision, like career choice, ethical quandary, something like that, there’s no question he’d be the first person I’ll call. Was that a thing? NADIG: Yeah.

Management 278

Management Assets Portfolio Investments 278

The Big Picture

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. By the time I left that beat in 2019, every single corporate boardroom I spoke to every CEO, every banker in industrials, healthcare, every industry was worried about Amazon. Dana Mattioli : That was 2019. Toughen up.

Retail 130

Retail Advertising Taxes Numbers 130