Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. Financial illiteracy among women is a problem.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. The post 12 Best Paying Jobs in Finance in 2023 appeared first on Good Financial Cents®. 12 Highest Paying Jobs in Finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Certificates of Deposit (CDs) You can get CDs through your local bank or credit union or from a broker. Current Yield: 4.62% yield to maturity as of 2/16/2023 on BIL , an example of a 1-3 month treasury ETF. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Current Yield: 0.15% – 4.8%

Accounting 98

Accounting Banking Certification Financial Advisor 98

International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). You’re on the right track!

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. 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.

Investing 52

Investing Investments CFP Financial Advisor 52

Zoe Financial

JUNE 6, 2023

Some other ideas are to keep it on the sidelines if your child decides to attend graduate school or a professional certificate program. Another one used his college funds to go to the PGA golf academy to become a better golfer. You can also use up to $10k for K-12 education.

Education 40

Education Taxes Financial Advisor Planning 40

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

JANUARY 12, 2023

Published January 12th, 2023 . When you are considering different candidates, chances are you’d ask the following questions: Credentials & Education : What certifications does the advisor have, and where did they receive their degree? We only work with advisors who have the CFP, CFA, or CPA. January 16, 2023.

Financial Advisor 40

Financial Advisor Financial Planning Education Clients 40

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. And and on a related issue, you’re on the board of advisors for the CFP parent company. And that was a, I feel really proud of what we did at the CFP board the four years I was there.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188