Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. No, we did not intentionally plan to both wear blue at the time of recording this video lol).

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

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

International College of Financial Planning

APRIL 25, 2024

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.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. These are topics I’ve written about in the past: Here are some examples of things Ethical Financial Advisors do Direct indexing sucks Top advisor lists are bullcrap How to read an ADV #3 I can’t say it enough – you have to do your own research.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

International College of Financial Planning

DECEMBER 9, 2024

The certification’s emphasis on ethical practices and comprehensive financial planning makes it increasingly relevant in today’s complex financial landscape. It helps build credibility, expand networks, and develop essential business relationships. How ICOFP Can Help?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

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.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52