International College of Financial Planning

JULY 10, 2023

Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession. The most recent revision occurred in 2019, resulting in the current computer-based test format. Our curriculum covers all the domains of the CFP exam, ensuring that you are well-prepared for the certification.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. Gold has transaction value. All value is relative.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 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. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. 2019, July 30). 2018, July 24).

CFP 80

CFP Financial Planner Ethics Financial Planning 80