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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

CFP 246
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The Traditional IRA vs. the 401(k) Plan – Which Plan Wins?

Good Financial Cents

Financial bloggers often portray the traditional IRA vs. the 401(k) plan as a debate, as if one plan is better than the other. In truth, they’re very different plans, and they fill very different needs. If you can, you should plan to have both. This is especially true if your 401(k) plan is fairly restrictive.

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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

The importance of getting women into financial planning feels like it should go without saying. Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020.

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ITC Future Plans: Strategic Demerger and Growth of ITC Hotels

Trade Brains

12 of the company properties have received a LEED Zero Carbon Certification, the first of its kind in the world to be achieved by anyone. Previously the PE ratio of ITC in 2019 stood at 28.8, The RoE has fluctuated over the years, ranging from 21.31% in 2019 to 29.60% in 2023. Key Ratios 2023 2022 2021 2020 2019 P/E Ratio 24.83

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Fundamental Analysis Of Tanla Platforms – Financials, Future Plans & More

Trade Brains

In this Fundamental Analysis Of Tanla Platforms, we perform an in-depth analysis of its business, industry, financials, future plans & more Fundamental Analysis Of Tanla Platforms Company Overview Tanla Platforms Limited was established in 1999 as a bulk SMS provider in Hyderabad, India. 2020 1942.84 -211.17 4-year CAGR 35.2%

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Fundamental Analysis Of IEX – Financials, Future Plans & More

Trade Brains

Crores in FY23 which gives a CAGR of 12.67% during this duration The table below shows the total revenues of IEX Limited for 5 financial years: Financial Year Revenue (Rs, in Crores) 2019 294.15 The table below shows the net profit of IEX Limited for 5 financial years: Financial Year Net Profit (in Crores) 2019 165.03

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How clients saving for retirement can benefit from higher interest rates

Nationwide Financial

From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, Do a quick Google search and you’ll find multiple offers of annual percentage yield (“APY”) on certificates of deposit of more than 5%. This allowed the Federal Reserve to leave interest rates low. 5%, never even topping 1%.