Nerd's Eye View
DECEMBER 19, 2022
even as the CFP Board has announced its own Competency Standards Commission to raise their own standards regarding who can use the Certified Financial Planner title? Raising the question of whether the FPA is also considering an about-face on its CFP-centricity, too.
Walkner Condon Financial Advisors
AUGUST 5, 2022
If we think back to the outset of 2021 – which feels more like 10 years ago than a year and a half – it was easy to overlook inflation, while we focused on rolling out COVID-19 vaccines and the start of a new presidency. By the time June 2021 rolled around, that was up to 3%. And by the end of 2021, it was at 4.1%. Back in Dec.
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eMoney Advisor
DECEMBER 15, 2022
The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. It has awarded more than $1 million in scholarships since 2016, including 80 new scholarship awards in 2021. Examining Median Pay.
Nationwide Financial
FEBRUARY 14, 2023
Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.
Robert B. Ritter Jr.
SEPTEMBER 8, 2021
Did you miss our May 2021 Virtual Symposium? The post Blog #213: Missed our May 2021 Virtual Symposium? The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. Don’t worry.
eMoney Advisor
MAY 1, 2023
When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2
Park Place Financial
MARCH 10, 2022
Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. November 15, 2021. |.
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