International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. CFP services can help you grow your wealth and strengthen your investment strategies.

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International College of Financial Planning

JANUARY 15, 2024

Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies. These programs provide exceptional learning opportunities, greatly benefiting working professionals and students managing various commitments.

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WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan.

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Sara Grillo

AUGUST 26, 2024

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients. In early 2015, Scott sold his ownership interest in the firm.

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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.

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Trade Brains

JUNE 7, 2024

The Indian broking industry has consolidated towards digital brokers, who leverage technology to provide services at competitive fees and superior client experience. The growth in Systematic Investment Plans (SIPs) and the surge in new demat account openings are testament to the growing interest of retail investors in the equity markets.

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International College of Financial Planning

JULY 31, 2023

Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. They are financial experts with extensive education and training in finance and investments. Building a Diversified Portfolio: Diversification is a fundamental principle of sound investing.

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WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. These advisors charge a fee for security analysis and investment recommendations. They must also register with the U.S.

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International College of Financial Planning

JULY 10, 2023

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Aspiring candidates undertaking the CFP exam can expect a rigorous evaluation of their financial planning knowledge and capabilities.

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Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

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Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. To offer this, many advisors complete specific training and hold professional certifications. Others love managing money. Robo-advisors work best for passive investing.

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Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. To offer this, many advisors complete specific training and hold professional certifications. Others love managing money. Robo-advisors work best for passive investing.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.

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Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Invest in real estate. Invest in stocks.

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WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. According to the Financial Planning Standards Board (FPSB), only 17% of consumers feel knowledgeable about financial matters.

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Good Financial Cents

NOVEMBER 16, 2022

Table of Contents 13 Best Ways to Invest $500. Invest in the Stock Market . High-Yield Certificates of Deposit. Invest in Online Business . Invest in Income Accelerators . Invest in Crypto. With Betterment, you can get personalized help when choosing investments for the initial $500 you add to your account.

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Workable Wealth

SEPTEMBER 30, 2020

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. Your investments need a place to live. A portfolio is the place where you house and manage your investments. Great examples are bonds and certificates of deposit (CDs).

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International College of Financial Planning

AUGUST 16, 2020

If you are planning to become a freelancer, you will need to be able to use the digital medium to your advantage. From connecting with clients online, to participating in online meetings, to submitting proposals to multiple vendors, you will need to know how everything is done digitally.

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MainStreet Financial Planning

MARCH 15, 2023

Here are a few most typical brokerage firms our clients have accounts at: Schwab Excess SIPC limit Fidelity Excess SIPC limit TD Ameritrade Excess SIPC limit Vanguard Excess SPIC limit – from Vanguard site- “ Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC.

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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 debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

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