2019 CFP Risk Management 
International College of Financial Planning
JULY 10, 2023
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The most recent revision occurred in 2019, resulting in the current computer-based test format.
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. He published his first book, Making Money Simple , in 2019.
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Indigo Marketing Agency
JANUARY 17, 2022
Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. You can connect with Cullen on Twitter. You can follow him on Twitter. Guess what?
Sara Grillo
APRIL 10, 2023
Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.
Sara Grillo
AUGUST 14, 2023
Rostad earned his BA in Political Science from the University of Vermont and MBA from the Norwegian School of Management in Oslo. She obtained her CFP designation in 2003. She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. Bogle and His Lifelong Battle to Serve Investors First.
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