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).

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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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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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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. . Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education.

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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.

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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.

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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. For those of you who are new to my blog, my name is Sara. Ethics matter in financial advice! Ethics matter. How I composed this blog.

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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.

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Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. So here’s a blog post about all of that. Ethics matter in financial advice! Ethics matter. It’s ludicrous.

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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.

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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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Sara Grillo

APRIL 19, 2024

This blog provides practical tips for financial advisor succession planning. Volunteer as a mentor with the local FPA, CFP society, CFA society, etc. Look for good character and work ethic. Ask the community relations person at CFP Board, NAPFA, etc., Don’t give up! Alot of them are unhappy, believe me.

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International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. We incorporate discussions on digital ethics, ensuring that students recognize the responsibility that comes with an online presence.

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Walkner Condon Financial Advisors

APRIL 21, 2023

What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). CFP s must also meet ongoing continuing education requirements to maintain their certification. Alicia Vande Ven , M.S.,

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International College of Financial Planning

DECEMBER 23, 2023

The FPSB Board also enforces strict ethical code and practice standards, ensuring the integrity of its certificate holders. This approach equips candidates with essential skills, enabling them to swiftly become successful CFP® professionals in the fast-paced world of financial advising.

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International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Achieving them typically involves: Completing a dedicated education program.

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International College of Financial Planning

JULY 10, 2023

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. Critical skills for investment advisors include: Strong analytical abilities.

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International College of Financial Planning

MAY 20, 2024

This blog aims to provide information about what makes these courses beneficial, how to choose the best option for your career goals, and what you can expect after completing your studies. Highlight your achievements, relevant certifications, and any specific projects that align with the industry’s needs.

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Park Place Financial

SEPTEMBER 8, 2022

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. RELATED BLOG POSTS. Review Their Commitment to Their Clients . Related Posts.

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Inside Information

JULY 31, 2022

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body. I’m meeting all the highest ethical standards. I’m delivering high quality plans to my clients.

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International College of Financial Planning

AUGUST 31, 2023

We can add something on how CFP are the most reliable advisors available in the market (Think of Certified Financial Planners (CFPs) as financial architects who’ve wholeheartedly embraced high standards of expertise, integrity, and professionalism.

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Sara Grillo

MARCH 8, 2024

No, I don’t believe it, because I write blogs for a living, for people, and I’ve seen some of the stuff that comes out, and I just end up having to rewrite it. You get advisors hire me to write the blog, and then I’ll say, okay, what do you want to write the blog about? I don’t believe it.

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Sara Grillo

SEPTEMBER 18, 2022

Here are some blogs I wrote/podcasts that may inform you on your transparency journey. Ethical financial advisors. Should you cancel your CFP designation? But that is all changing with the advent of more transparent financial advice models such as flat fee, hourly, and advice only planning. You can read about all this below.

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Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. Note: Stoy holds an insurance license.

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Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. Let’s get into it, folks!

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Financial Planning Planning Financial Planner CFP 52

Cornerstone Financial Advisory

NOVEMBER 20, 2024

In this blog post, we’ll explore examples of faithful stewards in the Bible, discuss the basic principles of stewardship , and even look at what we can learn from examples of bad stewardship in the Bible. Ethical investing: Consider investing in companies or funds that align with Christian values.

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Sara Grillo

NOVEMBER 14, 2022

For those of you who are new to my blog, my name is Sara. 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.

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Good Financial Cents

APRIL 10, 2023

pic.twitter.com/Hs7gsklEKt — Jeff Rose, CFP® (@jjeffrose) April 9, 2022 For example, I recently built a backyard oasis at my home, which I couldn’t have done if I was simply “rich” and just blowing all my income on flashy stuff. Best Quotes About Wealth Be Ethical “All you have in business is your reputation.

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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?

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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?

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