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Estate Planning Strategy: Leveraging CFP® Certification Expertise

International College of Financial Planning

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Maintaining open communication channels between these two pillars of the financial foundation is imperative.

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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). Professionals who hold a CFP® are knowledgeable in all areas of financial planning , covering more than 100 topics, and qualify for the certification through tests and work experience.

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How Finance Students Need to Prepare as Independent Professionals in Post-COVID World

International College of Financial Planning

Besides affecting our personal lives and disrupting it completely, the coronavirus pandemic has taken a severe toll on the economic condition of the country too. They will prove to be one of the pioneer economic drivers that will help restore balance to the ensuing precarious condition. What is worse is that this is not over yet.