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#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

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.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clientsfinancial aspirations. Who is a Financial Advisor? What Do Financial Advisors Do?

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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities

International College of Financial Planning

Thukral explained that this advanced CFP course would help you become a certified financial planner and gain the skills needed to provide sound financial advice to your clients. A new framework helps CFPs better to serve clients, and provide them with the best possible advice. He discussed his insights.

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Welcome Alexander Bailey

Tobias Financial

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. A s a Financial Planning Associate, Alexander assists our Wealth Advisors in many different areas. He is the back end behind the client facing work and projects.

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Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation

Tobias Financial

Join us in congratulating Christopher Brooks , our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER certification. The professional certification formally recognizes advisors who have completed education, exams, and ongoing requirements in various financial planning areas.

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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

International College of Financial Planning

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.