Certification CFP Presentation 
International College of Financial Planning
JANUARY 18, 2023
He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”
International College of Financial Planning
OCTOBER 26, 2023
For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Presenting with Panache: Your voice matters. Achieving them typically involves: Completing a dedicated education program. Successfully passing the respective examination.
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Your Richest Life
APRIL 28, 2023
Knowing the facts will help you present your case. Taking on more responsibilities, traveling more or obtaining a degree or certificate can all warrant higher pay. When you meet, present your accomplishments, increased responsibilities or role changes that factor into your request. You have to be your own advocate.
Your Richest Life
OCTOBER 1, 2022
And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. Disaster Preparedness Financial Documents. Food Storage.
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.
International College of Financial Planning
JULY 10, 2023
The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Qualifying Certification Exams for Investment Advisors Individuals must clear the necessary qualifying exams to become certified investment advisors in India. Excellent communication and interpersonal skills.
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. Whether you are starting up your career in this trade or looking for a mid-career switch this career option presents to you immense growth opportunities.
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