Article Certification Certified Financial Planner 
WiserAdvisor
NOVEMBER 21, 2022
As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?
The Irrelevant Investor
JULY 30, 2019
The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade.
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International College of Financial Planning
DECEMBER 4, 2023
In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified. In India, this landscape is evolving.
International College of Financial Planning
AUGUST 2, 2021
Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?
International College of Financial Planning
APRIL 20, 2022
Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. Understanding the Basics of Financial Planning The first step in financial planning is to set your financial goals.
BlueMind
JULY 15, 2022
Simple SSL certificates often tend to be not enough and stronger security walls demand expense. Dealing with clients that fail to fully disclose their personal information that may have implications on financial decisions could lead you down a rabbit hole of compliance issues.
Walkner Condon Financial Advisors
JUNE 2, 2023
The importance of getting women into financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.
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