International College of Financial Planning

JANUARY 15, 2024

The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance. This certification is a testament to professional credibility and a symbol of excellence for financial planning, is issued by the Financial Planning Standards Board (FPSB).

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Certification Financial Planning Financial Planner Certified Financial Planner 52

International College of Financial Planning

JUNE 25, 2024

This blog aims to provide information about valuable insights into choosing the right course, comparing conventional degree programs with job-oriented courses, and introducing you to some of the best job-oriented courses ICOFP offers. Selecting the right career path after 12th grade is critical to shaping your future.

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Certified Financial Planner Certification CFP Education 40

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. For those of you who are new to my blog/podcast, my name is Sara. While he was learning about financial planning, he started writing blogs teaching others the concepts he was learning. Also, this blog has a list of flat fee advisors.

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Financial Planner CFP Financial Planning Education 52

International College of Financial Planning

NOVEMBER 10, 2021

With this charter, you can easily find employment at the highest levels with investment firms, insurance companies, pension funds, banks, and brokerage houses. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.

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Investment Advisor Investing Investments Certified Financial Planner 52

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Black Mammoth www.blackmammoth.com Avg account size: $46,000 Niche: Business Owners – Athletes, LGTBQ, Minority, Women Services: My services aren’t based on AUM or Investment Only, so I have DIY services and a full financial planning retainer model.

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Financial Advisor Accounting License Financial Planning 52

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” For those of you who are new to my blog/podcast, my name is Sara. Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. But they benefit from the ambiguity.

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Investing Investments CFP Financial Advisor 52

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Jon Luskin, CFP. Cody Garrett, CFP, is an advice-only financial planner. See you in the next blog!

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Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

AUGUST 14, 2023

For those of you who are new to my blog, my name is Sara. Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. She obtained her CFP designation in 2003. Let’s debate it!

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).

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Financial Advisor Commission Clients Insurance 52

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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Insurance Retirement Financial Advisor License 59

WiserAdvisor

JUNE 2, 2023

Wealth managers Wealth managers primarily work with wealthy investors and hold expertise in several fields, such as investment planning, estate planning, tax planning, insurance planning, charitable donations, etc. first appeared on WiserAdvisor - Blog. Their main area of focus is wealth preservation.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Good Financial Cents

APRIL 10, 2023

I could have bought 1,400 shares of $VOO , but decided my backyard paradise was a better investment. Lifetime memories = generational dividends. If you spend your time with your “rich” friends who are constantly looking for new ways to spend their money, it’s easy to do the same.

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Investing Investments Assets Accounting 110

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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CFP Financial Advisor Financial Planner Ethics 59

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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