Carson Wealth

JANUARY 22, 2025

Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!

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International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

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International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?

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International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

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Indigo Marketing Agency

DECEMBER 18, 2019

It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Seminars for Financial Advisors. Best For: Advisors who give educational seminars and want a professional team to plan everything for them. Continuing education articles that are approved for CFP CE credit.

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