International College of Financial Planning

NOVEMBER 16, 2023

Interestingly, 42% of investors search for an advisor online, using search engines like Google. Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. This is even more than the 32% who would first ask their family or friends for recommendations.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. Who is a financial advisor or a certified financial planner?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Once women achieve their CFP® certification, the rate of relinquishment is extremely low. In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.”

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

JULY 29, 2024

00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. And if you can engineer around a person, you can penetrate almost anything. John Wasserman is my audio engineer. It definitely is.

Clients 147

Clients Portfolio Financial Advisor Investing 147