Abnormal Returns

OCTOBER 14, 2023

(fastcompany.com) The expanded CFP is a hot media property. abnormalreturns.com) This blog just celebrated its eighteenth anniversary. frontofficesports.com) School Are oral exams the cure for AI cheating? edsurge.com) The DoD's school system shows great results. nytimes.com) A third of schools don't have a nurse.

Food 289

Food Media Financial Advising Transportation 289

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

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CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

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CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? Financial planning has emerged as one of the most rewarding career paths in the modern financial sector.

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CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

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CFP Financial Planning Planning Certification 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s ongoing evolution reflects the CFP Board’s commitment.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. . Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Grace Gong.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. You can read more about his story and his best advice for other planners in a recent blog post, 8 Powerful Ways to Grow as a Financial Planner. Charles Zhang, CFP®, MBA, MSFS, ChFC®, CLU, CFS, CMFC “Community involvement is key.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

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Financial Planning Planning Financial Planner CFP 107

Alpha Architect

OCTOBER 6, 2023

As discussed in Part 1 of this blog series, the Certified Financial Planner (CFPⓇ) exam can be a stressful and intimidating experience.

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Certified Financial Planner CFP Financial Planner Financial Planning 62

Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. From your website and social media to your advertising and blog articles, every touch-point with prospects is an opportunity to showcase your value proposition and build trust and loyalty with your audience.

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CFP Advertising Clients Communication 52

eMoney Advisor

FEBRUARY 7, 2023

They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession.

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Financial Planning Planning Financial Planner CFP 78

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. Childers, EA, CFP®, and offers comprehensive financial planning services to their prospects. Ascension College Planning Angela M.

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

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CFP Financial Planning Clients Financial Planner 85

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Insurance Financial Planner Fee Only Financial Advisor 98

Carson Wealth

JULY 12, 2022

In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

Your Richest Life

JULY 15, 2022

Writing more than 190 blog posts for my own website . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Here are some of the highlights of my eight years in business: -Worked with over 160 families to date. Expanding the Your Richest Life team.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Good Financial Cents

APRIL 24, 2023

I plan on writing future blog posts sharing what I’ve learned from the program and how I’ve benefited from it. I thought that by publishing my goals as blog posts, I would stay committed and achieve more. I published another blog post shortly after I published those. Guess what happened? And another. And another.

Wealth Management 112

Wealth Management Clients Management Certification 112

Your Richest Life

JUNE 3, 2024

Review your budget According to the CFP Board , 59 percent of Americans are not tracking their spending, and two in five people have never had a budget. Also, if you do have a healthcare FSA or a dependent care FSA, make sure you’ve filed your claims so far for the year. For more information on the services offered, contact Katie today.

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Budgeting Taxes Retirement CFP 97

eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Attendees will be eligible to earn 1 CFP® CE credit. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors. Sources: 1. The Cerulli Report.

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CFP Financial Planning Clients Planning 76

eMoney Advisor

NOVEMBER 7, 2022

.* I am joined by Joseph Buhrmann, CFP ® , CLU ® , ChFC ® to discuss how a robust and engaging planning platform can help facilitate planning discussions around transition by modeling some of life’s what-ifs. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning. How to Enroll in CFP® Classes at ICOFP?

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. Jonathan Jordan, Financial Advisor, CFP®, CEPA The post The Basics of Stock Option Compensation appeared first on Walkner Condon Financial Advisors.

Taxes 105

Taxes Consulting Financial Advisor Startup 105

eMoney Advisor

FEBRUARY 23, 2023

If you are CFP® professional, keep in mind that there are duties you must satisfy when recommending another service provider to your clients. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

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Financial Planner Recruitment Clients Financial Advisor 118

eMoney Advisor

DECEMBER 12, 2022

Small firms are also much more likely to require their advisors to be certified financial planners (CFP® professionals), which creates a level of fiduciary trust with clients that complements an increased focus on planning. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

Your Richest Life

MAY 16, 2023

I have a full blog post about how physicians can avoid lifestyle inflation , but here are some highlights: Know what your debts are, and make sure you have a plan for how to pay them off. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Financial Planner 102

Financial Planner Retirement Planning CFP 102