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Weekend Reading For Financial Planners (April 8-9)

Nerd's Eye View

APRIL 7, 2023

Weekend Reading For Financial Planners (June 1-2)

Nerd's Eye View

MAY 31, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)

Financial Planner

Financial Planner Ethics Financial Advisor Taxes

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

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP

CFP Financial Planning Planning Certification

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

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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. FP designation. It reveals everything about finance to you.

Certified Financial Planner

Certified Financial Planner Financial Planner CFP Financial Planning

Amplifying 8 Asian-American Voices in Financial Planning

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning

Financial Planning Planning Financial Planner CFP

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

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?

Certified Financial Planner

Certified Financial Planner Financial Planner CFP Financial Planning

Exploring the Impact of Qualifications for Financial Advisors

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.

Financial Advisor

Financial Advisor Certified Financial Planner CFP Certification

Monkeys Go Home

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner

Financial Planner Financial Planning Ethics CFP

Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

DECEMBER 10, 2024

This article will show you ten important marketing campaigns. These campaigns help build a strong marketing plan for financial advisors. Create quality blogs, articles, and videos addressing their needs. Share important articles, industry news, and useful tips on financial planning. Engage with your followers.

Financial Advisor

Financial Advisor Marketing Marketing Clients

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

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

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

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

What Does God Say About Financial Responsibility?

Cornerstone Financial Advisory

NOVEMBER 6, 2024

All Bible verses in this article are English Standard Version (ESV). ” are common among believers striving to align their financial practices with their faith. .” Invest Ethically Choose investments that align with your Christian values, supporting businesses and practices that are in line with biblical principles.

Certified Financial Planner

Certified Financial Planner Budgeting Food Financial Planner

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

Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!

Sara Grillo

DECEMBER 22, 2023

It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I was recently featured in a MarketWatch article about how to find a good financial advisor. Six Core Fiduciary Duties for Financial Advisors. Read it here. And now let’s get on with it!

Financial Advisor

Financial Advisor Fiduciary Duty Compliance Financial Advice

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. If writing articles or creating videos isn’t your thing and you want to make money online , try creating an online guide.

Accounting

Accounting Investments Investing Media

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

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may.

CFP

CFP Financial Advisor Financial Planner Ethics

Weekend Reading For Financial Planners (July 23-24)

Nerd's Eye View

JULY 22, 2022

From there, we have several articles on the value of financial planning: Why it is vital for advisors to focus on their clients’ understanding of the value they are receiving, as well as what separates the advisor’s value proposition from the client’s other options.

Financial Planner

Financial Planner Financial Planning Ethics Retirement

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

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

Weekend Reading For Financial Planners (April 8-9)

Weekend Reading For Financial Planners (June 1-2)

Webinars

Trending Sources

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

Webinars

Benefits of Pursuing a Certified Financial Planner Course

Amplifying 8 Asian-American Voices in Financial Planning

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

Exploring the Impact of Qualifications for Financial Advisors

Monkeys Go Home

Top 10 Tips for Financial Advisor Marketing Campaigns

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

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

What Does God Say About Financial Responsibility?

What Is an Example of Biblical Stewardship?

Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!

31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

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

Weekend Reading For Financial Planners (July 23-24)

Should you cancel your CFP designation?

Weekend Reading For Financial Planners (March 1–2)

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