Mastering the Transfer Certificate
Wealth Management
OCTOBER 21, 2024
Key considerations for investors.
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Wealth Management
OCTOBER 21, 2024
Key considerations for investors.
Nerd's Eye View
DECEMBER 20, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current (..)
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Nerd's Eye View
SEPTEMBER 25, 2023
The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.
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. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.
Nerd's Eye View
JULY 18, 2022
Given the substantial risk that CFP Board’s increase in certification fees is funding the marketing efforts of product manufacturers, there are steps that CFP Board can take to ensure that fee increases are actually supporting the long-term expansion in the number of financial planners. Read More.
Wealth Management
MAY 1, 2024
Certified advisors differentiate themselves by being equipped to offer comprehensive services that address complex client needs.
Abnormal Returns
JANUARY 4, 2023
bestinterest.blog) The return on certificates of deposit are once again worth a look. (evidenceinvestor.com) Why you should think about 'investing' your time instead of 'spending' it. wsj.com) Why we need to prepare for predictable disasters.
Nerd's Eye View
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
Nerd's Eye View
OCTOBER 6, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)
Financial Symmetry
SEPTEMBER 16, 2024
We are excited to announce that Grace Kvantas has recently achieved the Certified Divorce Financial Analyst (CDFA®) certification. … Continued The post Celebrating Grace Kvantas Achieving the CDFA® Certification to Enhance Divorce Financial Guidance appeared first on Financial Symmetry, Inc.
International College of Financial Planning
FEBRUARY 23, 2024
At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.
A Wealth of Common Sense
JULY 12, 2024
Messengers with huge black boxes on wheels, filled with stock and bond certificates, scurried from broker to broker tr. One of my favorite parts of the book is where Ellis looks at how Wall Street has changed in the past 50 years: MBAs were uncommon. PhDs were never seen. Commissions still averaged 40 cents a share.
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.
Nerd's Eye View
SEPTEMBER 13, 2024
Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)
Nerd's Eye View
FEBRUARY 10, 2023
Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.
Advisor Perspectives
DECEMBER 24, 2024
This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.
Nerd's Eye View
FEBRUARY 23, 2024
Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)
Wealth Management
JANUARY 11, 2024
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
Nerd's Eye View
SEPTEMBER 9, 2024
The typical service advisor without CFP certification earns $48.83 The knowledge obtained through CFP certification can forge a more planning-centric practice, offering financial plans that are more comprehensive and updated more frequently – which are clear value-adds for high-net-worth households who often have complex planning needs.
Alpha Architect
SEPTEMBER 12, 2023
Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect.
Wealth Management
APRIL 10, 2024
The Investments & Wealth Institute has updated its CIMA certification curriculum and exam for the first time since 2019.
Wealthfront
NOVEMBER 25, 2024
At a high level, this means borrowing costs (like the rate you pay on credit card debt or a mortgage) are likely to fall, but the interest […] The post Wealthfront’s Automated Bond Ladder vs. a Certificate of Deposit (CD) appeared first on Wealthfront Blog.
Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
Abnormal Returns
OCTOBER 7, 2023
vox.com) Joby ($JOBY) is clearing more hurdles on the way to certification. (nytimes.com) How much energy could cargo ship 'sails' save? npr.org) The propane industry wants a chunk of the school bus market. newatlas.com) U.S. airlines are lagging in the use of sustainable fuels.
The Big Picture
AUGUST 1, 2022
I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~. Between my home and office, I spend an obscene percentage of my discretionary budget at Amazon.
Nerd's Eye View
MAY 7, 2024
In this episode, we talk in-depth about how Hannah embarked on this career journey while also building a family, including how Hannah balanced work, family, and the educational demands of building the credentials needed to effectively serve clients (by reminding herself that the demanding workload was a temporary stop on the way to more long-term rewards), (..)
Nerd's Eye View
AUGUST 11, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)
Nerd's Eye View
APRIL 4, 2024
On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.
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.
Wealth Management
AUGUST 2, 2022
Empty certifications that require no experience and limited interaction only adds to plan sponsors’ mistrust of the industry.
Nerd's Eye View
OCTOBER 3, 2023
What's unique about Brett, though, is how he has leveraged his passion for teaching to build one of the most popular CFP exam prep programs in the country, while also growing his own RIA to $2 billion in AUM… by focusing on just his unique financial planning strengths, and learning to delegate the rest by hiring a President, Chief Operating Officer, (..)
Nerd's Eye View
JUNE 7, 2024
Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)
Nerd's Eye View
OCTOBER 31, 2023
In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)
Nerd's Eye View
APRIL 25, 2023
We discuss about why Ari and his partner sought to bring more diversity to their hiring process not by trying to seek diverse candidates, but instead by removing industry-specific certification requirements and offering paid parental leave so that they can attract more diverse candidates who have the essential communication and client empathy skills (..)
Nerd's Eye View
MAY 22, 2023
Recognizing the potential impact that a lack of internships for a generation of planners could have on the industry, in 2020 the Financial Planning Association (FPA) launched "The Externship", a virtual program that provided participants with access to mentorships with financial planning practitioners, technology commonly used in financial planning, (..)
NAIFA Advisor Today
AUGUST 11, 2022
Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window. Julianne Hertel, LACP , (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC , in Worcester, MA.
Wealth Management
MARCH 1, 2023
Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.
Nerd's Eye View
NOVEMBER 1, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
Nerd's Eye View
AUGUST 15, 2022
Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.
MazumaBusinessAccounting
MAY 31, 2022
Some documentation has no expiration date, such as birth certificates and social security cards. Keep vital personal documents, like birth certificates, passports, marriage certificates, etc., Plus, these documents can serve as proof of identity. for insurance purposes. Where to Store Your Financial Records for Safekeeping.
Tobias Financial
JANUARY 25, 2023
He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. We are excited to welcome Alexander Bailey to our team.
Mish Talk
NOVEMBER 28, 2022
HEX issues " Certificates of Deposit " that yield as much as 40 percent interest paid in HEX of course, not dollars. Abandon ship while you still can! " HEX Price History. HEX is down to 2.4 cents from a high of 48.7 That's a decline of 95.6 percent headed to 100%. What's Going On?
Clever Girl Finance
AUGUST 10, 2023
Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.
Trade Brains
DECEMBER 5, 2023
Equity Derivatives certification by NISM National Institute of Securities Market (NISM) is a financial initiative by SEBI that offers courses related to investing and trading. The Equity Derivatives certification series VIII course offered by NISM is a text-based self-study course that contains 10 modules.
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