Weekend Reading For Financial Planners (March 25-26)
Nerd's Eye View
MARCH 24, 2023
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Certification Education Retirement 
50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession
Nerd's Eye View
SEPTEMBER 25, 2023
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?
Nerd's Eye View
JULY 18, 2022
Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.
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How to Retire at 50 in 7 Easy Steps
Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?
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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Professional Certifications for Financial Advisors.
The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.
Estate Planning Strategy: Leveraging CFP® Certification Expertise
International College of Financial Planning
OCTOBER 26, 2023
Crafting a Comprehensive Financial Plan: This includes a detailed net worth statement, defining SMART Goals including retirement, children education etc., Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.
Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
International College of Financial Planning
OCTOBER 26, 2023
Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Achieving them typically involves: Completing a dedicated education program. Educating Clients: Knowledge is power. Where Do They Shine? Successfully passing the respective examination.
Types of Savings Accounts to Consider for Your Children
Financial Symmetry
APRIL 14, 2025
529 Plan When it comes to saving for future education expenses, this is probably the most advertised or talked about account for children given the ballooning cost of college tuition the past two decades. 529 plans can be used for tuition expenses for K-12 in addition to college expenses, but the withdrawal limit is $10,000 per year there.
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How Long to Keep Important Financial Records
MazumaBusinessAccounting
MAY 31, 2022
Keep the following documents for seven or more years: Income tax returns (federal and state) W-2s and 1099s Medical bills Contracts Receipts for tax-deductible items Mileage records Canceled checks Real estate tax forms Credit cards statements that contain purchases used as tax deductions Retirement plan contributions. for insurance purposes.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.
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FARE helps Black financial professionals thrive
Nationwide Financial
FEBRUARY 14, 2023
According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites. I’m excited about how the education and financial services industries have been able to come together, using research as the basis for change.
How to Achieve Important Long-Term Financial Goals
Good Financial Cents
MAY 8, 2023
So whether you need to pay off debt , build an emergency fund , save for your kids’ college education , or invest for retirement , here are some ways you can make it hap’n, cap’n. Start Investing for Retirement Now it’s time to start investing for your latter years. Invest for the future!
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How to Become a Financial Planner
International College of Financial Planning
APRIL 20, 2022
You can make your mark in this field with the proper education and a little effort. 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.
Accelerate Your Career With the CFP® Fast Track Course
International College of Financial Planning
SEPTEMBER 7, 2024
The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry. Unlike the regular pathway that requires passing multiple exams over a year, the fast track allows eligible candidates to take just one exam and complete the certification in 3-4 months.
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7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
Personal Finance for Beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on financial products for better investment opportunities. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus.
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Exploring the Impact of Qualifications for Financial Advisors
International College of Financial Planning
DECEMBER 4, 2023
Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. It opens doors to various roles in financial services, including retirement planning and estate planning.
CFP- All You Need To Know – New Course Structure
International College of Financial Planning
JUNE 10, 2022
CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .
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Crafting a Legacy: The Road to Financial Advisory Mastery
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. On-Campus Learning: A Rich Educational Tapestry Contrasting to the online experience, on-campus learning offers a more immersive educational journey.
CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. b) Increased Earning Potential Obtaining a CFP® certification significantly enhances your earning potential.
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Strategizing Success: The CFP® Blueprint for Indians
International College of Financial Planning
MARCH 9, 2024
This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.
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Portfolio Income And How To Earn It
Clever Girl Finance
MARCH 14, 2023
Common accounts that earn this sort of income include retirement accounts, like a 401(k) or IRA , savings accounts , or a general brokerage account that lets you sell and buy investment products like stocks, funds, etc. Retirement accounts, health savings accounts , and educational savings accounts are often tax-advantaged.
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Investing Money For Beginners: How To Start Investing Today!
Clever Girl Finance
NOVEMBER 8, 2022
When you decide to start investing, the most important part of the process is educating yourself. Generally, you will use these investments to fund your retirement. In general, these accounts are aimed at saving for your retirement in a tax-advantaged way. Consider certificates of deposits.
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How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)
Good Financial Cents
AUGUST 11, 2022
Track your retirement. Did you know you might be able to actually retire with $1 million? While it’s better if you have some time to invest the money instead of using it for retirement, retiring with this much is a reality for many people. You may be wondering if you can actually retire with $2 million dollars!
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8 Best Mutual Fund Courses 2024 – Top Mutual Fund Courses
Trade Brains
NOVEMBER 30, 2023
Mutual Fund Investing for Beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on investing and trading. Personal Finance – Mutual funds by Zerodha Varsity Zerodha Varsity is an educational platform related to stock trading investing to educate the market participants.
Can You Lose Money in a Roth IRA?
Good Financial Cents
DECEMBER 26, 2022
A Roth IRA is a type of individual retirement account (IRA) that allows you to contribute after-tax money and withdraw it tax-free in retirement. Contributions to a traditional IRA may be tax-deductible, but withdrawals in retirement are taxed as ordinary income. What is a Roth IRA? What are The Benefits of a Roth IRA?
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All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Connect with our expert advisors today for guidance on life events, equity compensation, or retirement planning.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.
What To Do With $50K: 18 Smart Ideas To Grow Your Money
Clever Girl Finance
NOVEMBER 21, 2023
Boost your retirement savings Now that you have excess money in the bank, it may be a smart time to increase your retirement savings. One in four Americans don’t have any retirement savings whatsoever, explains Yahoo Money. How many IRAs can you have in your retirement strategy? Click to grab your copy!
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Educational Qualification Requirements. Banks & NBFCs.
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Excellent communication and interpersonal skills.
We’ve Been Featured In The Investments & Wealth Monitor!
Indigo Marketing Agency
JANUARY 11, 2021
We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. Need Help Growing Your Business?
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How Job-Oriented Courses After 12th Can Transform Your Career Path
International College of Financial Planning
JUNE 25, 2024
Job-Oriented Courses When it comes to higher education, students often face a dilemma between traditional degree programs and job oriented courses after 12th. They provide a comprehensive education that includes a broad range of subjects, giving students a well-rounded knowledge base.
Investing Money For Beginners: How To Start Investing Today!
Clever Girl Finance
NOVEMBER 25, 2023
When you decide to start investing, the most important part of the process is educating yourself. Generally, you will use these investments to fund your retirement. For most people, one big goal is funding their retirement. Some experts advise saving 10% of your income for retirement. Or send your kids to college.
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How To Use Budget Categories
Clever Girl Finance
NOVEMBER 4, 2023
This group of categories includes: Retirement account contributions e.g. 401k/403b/IRA Non-retirement investing (e.g. Before you pay any bills or do any shopping, a portion of your earnings should be diverted into your retirement account, if possible, for your future self and your emergency savings accounts for a rainy day.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.
Why Certified Financial planners are the 1st choice Globally for Personal Assets Management
International College of Financial Planning
JULY 30, 2022
Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner. Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management.
The Best Way To Invest $20K
Clever Girl Finance
MARCH 30, 2023
A money market fund is a sort of mutual fund that invests in short-term and low-risk securities like government bonds , certificates of deposit, and commercial paper. It's a good strategy for things like saving for a child's education or starting a business. Some employers may match a portion of their contributions.
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How to Build a Successful Career in Financial Advisory Services
International College of Financial Planning
MAY 1, 2023
Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. To identify your area of expertise, consider your interests, strengths, and the market demand for specific services.
10 Best Long-Term Investment Strategies for 2022
Good Financial Cents
SEPTEMBER 29, 2022
Share insights in a community and access a wealth of educational content. Traditional IRA: Best for Dedicated Retirement Planning. Roth IRA: Best for Retirement Planning + Immediate Funds Access. In addition, Roth IRAs are the only retirement plan that’s not subject to RMDs. residents 18+ and subject to account approval.
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6 Investing Tips for Beginners: Start your Investing Journey
Good Financial Cents
SEPTEMBER 2, 2022
Share insights in a community and access a wealth of educational content. Even if you are investing for the long haul or retirement, you’ll still need to reassess and potentially update your investment plan from time to time. Ad Build a portfolio through a unique investing experience.
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An Insight into Investment Advisor Courses and Training Programs
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.
Why do Physicians Need Financial Advisors and How to Find Them
WiserAdvisor
DECEMBER 1, 2023
Physicians have demanding careers, complex income streams, a bustling lifestyle, and often substantial debts acquired during their years of rigorous education. It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education.
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