Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

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Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

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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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eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Encourage your clients to keep their wills, birth and marriage certificates, passports, and the like in a fireproof, waterproof box that they can take with them when they evacuate. One last note on paperwork.

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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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AdvisorPR

FEBRUARY 4, 2022

The CFP® Board has done a stellar job of creating consumer brand awareness and credibility through its compelling PSA campaigns. Spotlight professional education, certifications, licensing and membership groups; and achievements like publications, awards, media appearances and notable public speaking events. Clarify Your Value.

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Indigo Marketing Agency

DECEMBER 18, 2019

It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Exclusive whitepapers, webinars, and management resources . Continuing education articles that are approved for CFP CE credit. Twenty Over Ten is a website platform built for the modern financial advisor.

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