Article, CFP and Ethics - Financial Advisor Source

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

Nerd's Eye View

SEPTEMBER 25, 2023

As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. 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

CFP Financial Planning Planning Certification

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

Nerd's Eye View

JULY 17, 2023

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

Ethics Financial Advice CFP Financial Advisor

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

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics

Ethics Education Financial Advice Taxes

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

JANUARY 13, 2025

And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

Financial Advice

Financial Advice Ethics Financial Planning Education

Amplifying 8 Asian-American Voices in Financial Planning

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning

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Foundation for Financial Service Professionals Announces Journal Author Award Winners

NAIFA Advisor Today

APRIL 8, 2024

Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards. The award program, named for Kenneth Black Jr.,

Financial Services

Financial Services Ethics CFP Education

Here are some examples of things Ethical Financial Advisors do

Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. The following case studies serve as examples of ethical actions taken by financial advisors.

Ethics

Ethics Financial Advisor Clients Management

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

WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. These requirements are the chief distinguishing factor between CFPs and other types of financial advisors, thus qualifying the former as true experts in their craft.

Certified Financial Planner

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Exploring the Impact of Qualifications for Financial Advisors

International College of Financial Planning

DECEMBER 4, 2023

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. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

Financial Advisor

Financial Advisor Certified Financial Planner CFP Certification

Benefits of Pursuing a Certified Financial Planner Course

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

Certified Financial Planner

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Monkeys Go Home

Inside Information

JULY 31, 2022

The cover article talked about this professional bait-and-switch, and the cover of the magazine featured a monkey in a business suit, with the caption: “These days, everybody is a financial planner. ”. Currently there are no minimum standards for competency or ethics for those professing to be financial planners.

Financial Planner

Financial Planner Financial Planning Ethics CFP

What Does God Say About Financial Responsibility?

Cornerstone Financial Advisory

NOVEMBER 6, 2024

All Bible verses in this article are English Standard Version (ESV). Invest Ethically Choose investments that align with your Christian values, supporting businesses and practices that are in line with biblical principles. As Christians, we often find ourselves seeking guidance on how to manage our finances in a way that honors God.

Certified Financial Planner

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Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. Leverage these tips to decide!

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. Leverage these tips to decide!

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! About Gary Mettler.

Insurance

Insurance Retirement Financial Advisor License

What Is an Example of Biblical Stewardship?

Cornerstone Financial Advisory

NOVEMBER 20, 2024

All Bible verses in this article are English Standard Version (ESV). Ethical investing: Consider investing in companies or funds that align with Christian values. As Christians, we’re called to be good stewards of the resources God has entrusted to us. But what does this look like in practice?

Certified Financial Planner

Certified Financial Planner Accounting Management Budgeting

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP

CFP Financial Advisor Financial Planner Ethics

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP

CFP Financial Planner Ethics Financial Planning

Weekend Reading For Financial Planners (March 1–2)

Nerd's Eye View

FEBRUARY 28, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board this week released a checklist of ethics guidelines for the use of generative Artificial Intelligence (AI) tools.

Financial Planner

Financial Planner Retirement Planning Retirement Ethics

Financial Advisor Source

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

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

Webinars

Trending Sources

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

Webinars

Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Amplifying 8 Asian-American Voices in Financial Planning

Foundation for Financial Service Professionals Announces Journal Author Award Winners

Here are some examples of things Ethical Financial Advisors do

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

Exploring the Impact of Qualifications for Financial Advisors

Benefits of Pursuing a Certified Financial Planner Course

Monkeys Go Home

What Does God Say About Financial Responsibility?

Do I Need A Financial Advisor? Here’s How To Decide

Do I Need A Financial Advisor? Here’s How To Decide

Should you die and go to hell before selling an annuity?

What Is an Example of Biblical Stewardship?

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Should you cancel your CFP designation?

Weekend Reading For Financial Planners (March 1–2)

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