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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 209
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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

CFP 244
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Exploring the Impact of Qualifications for Financial Advisors

International College of Financial Planning

This article explores the intricacies of financial advisor qualification , highlighting their impact on the financial advisory landscape and their role in aiding clients to reach their financial aspirations. Ethical Standards and Building Client Trust: CFP® professionals adhere to strict ethical guidelines, ensuring client-centric practices.

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We’ve Been Featured In The Investments & Wealth Monitor!

Indigo Marketing Agency

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.

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27 Side Hustles For Women That Make Real Money

Clever Girl Finance

Articles related to side hustles Boost your income with these money-making side hustles for women! All you need are a few tools, a good work ethic, and an entrepreneurial spirit. All you need are a few tools, a good work ethic, and an entrepreneurial spirit. What side hustles pay the most? The possibilities are endless!

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Average Fees for Tax Advisors in 2024

Harness Wealth

CPAs are licensed by state boards of accountancy in the state where they practice with many states requiring an ethics exam, ensuring that CPAs are trained to handle ethical situations throughout their career. This article should not be considered tax or legal advice and is provided for informational purposes only.

Taxes 52
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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

This article will discuss who a CFP is, their credentials, what they do, and when to hire one. One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. What is a Certified Financial Planner?