International College of Financial Planning

DECEMBER 9, 2024

Understanding the Fast Track Pathway Prepared by the International College of Financial Planning (ICOFP) The Financial Planning Standards Board (FPSB) introduced the CFP Fast Track Pathway in October 2022, designed specifically for seasoned BFSI professionals. How ICOFP Can Help?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Good Financial Cents

APRIL 10, 2023

Average income in 2022-2023 (in USD) : Argentina: $8,900 Bhutan: $2,900 Ghana: $2,200 Indonesia: $3,900 Myanmar: $1,300 Uganda: $800 United States: $65,900 What Does “Rich” Mean? According to recent data from Schwab’s 2022 Modern Wealth Survey , being wealthy required an average net worth of $1.9

Investments 110

Investments Investing Assets Accounting 110

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Our scheduled meetups are here: December 14th, 2022. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. However, if we are comparing the CFP Board to existing agencies for ethical and competence testing, then he rules in favor of the CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80