International College of Financial Planning

OCTOBER 26, 2023

The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP 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. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52

CFP Financial Planning Planning Certification 52

Zoe Financial

FEBRUARY 21, 2023

A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified. Both seem to be similar and help in their unique ways.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40