International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Good Financial Cents

DECEMBER 14, 2022

Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief Compliance Officer. Hedge Fund Manager.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Good Financial Cents

JULY 26, 2022

Other factors that can cause inflation to include: Wars or natural disasters that lead to increases in the prices of goods Increases in oil prices Government spending more than it takes in through taxes Poor economic conditions. How Can Inflation Affect My Financial Strategy? With the surge in inflation Bonds have soared in popularity.

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

WiserAdvisor

DECEMBER 1, 2023

Under the PSLF, physicians working for government or non-profit organizations may qualify for loan forgiveness after making 120 qualifying repayments over ten years. Leveraging the expertise of a financial advisor can help physicians navigate the complex cycle of debt and forge a path toward financial freedom.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

The Big Picture

JULY 29, 2024

Other times they’re very, very focused on governance. When you talk about governance, how are people adjusting in that space? 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. It definitely is.

Clients 147

Clients Portfolio Financial Advisor Investing 147

WiserAdvisor

JULY 24, 2022

High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash. And even though things may be different now, every new government can propose a new tax policy depending on the economic conditions in the country.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80

CFP Financial Planner Ethics Financial Planning 80