Business Planning Certification CFP 
Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Read More.
Nerd's Eye View
SEPTEMBER 9, 2024
While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 The typical service advisor without CFP certification earns $48.83 hour, compared to $120.00
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Nerd's Eye View
OCTOBER 3, 2023
Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.
Nerd's Eye View
MARCH 11, 2025
We also talk about how Lorie advanced from what was originally a purely administrative role at her first firm to eventually take on leadership of firm operations as a partner at a new advisory firm (allowing her to nerd out on Salesforce and spreadsheets) and then eventually adding advisory responsibilities and ultimately becoming a full-time advisor, (..)
Nerd's Eye View
MAY 7, 2024
So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.
Nerd's Eye View
DECEMBER 12, 2022
Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.
Carson Wealth
DECEMBER 13, 2022
CFP ® , Director of Consumer Investment Research . Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations.
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