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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

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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 245
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Wealthfront’s Automated Bond Ladder vs. a Certificate of Deposit (CD)

Wealthfront

At a high level, this means borrowing costs (like the rate you pay on credit card debt or a mortgage) are likely to fall, but the interest […] The post Wealthfront’s Automated Bond Ladder vs. a Certificate of Deposit (CD) appeared first on Wealthfront Blog.

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The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.

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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

International College of Financial Planning

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

Also Read : What You learn in Risk Analysis Under CFP Certification Estate & Financial Planning: A Synchronized Approach  The collaboration of Certified Financial Planner® professionals and estate planning attorneys helps in bringing their unique skills and expertise to the estate planning process.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Certification Matters For those with sights set on becoming a Certified Financial Planner®, the journey involves completing a CFP® certification program. The post Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification appeared first on International College of Financial Planning.