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.

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

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.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

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

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Harness Wealth

JUNE 1, 2023

Scorecard released in 2021 , a significant majority of fund managers across various categories didn’t outperform their benchmarks over the past decade, underscoring the difficulty of achieving consistently high returns. According to the latest SPIVA U.S.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Good Financial Cents

FEBRUARY 15, 2023

The best investment company for you will depend on what type of investor you are,” Andrew Latham, Certified Financial Planner and Managing Editor at SuperMoney.com. Schwab Minimum initial investment: $0 Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds.

Investing 94

Investing Investments Commission Risk Tolerance 94