Certification Financial Consultant Presentation 
International College of Financial Planning
OCTOBER 26, 2023
The world of financial advising is diverse, with various specializations. Presenting with Panache: Your voice matters. Whether you’re crafting personalized financial plans or enlightening a group about the benefits of your services, impeccable verbal and written communication skills are paramount.
WiserAdvisor
DECEMBER 1, 2023
A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. 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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WiserAdvisor
JULY 24, 2022
can present themselves as intimidating numbers on a piece of paper. Putting these together and understanding your financial health can be cumbersome. However, the sooner you take charge of your finances, the better it can be for your financial health. Start early: With great power comes great responsibility.
Sara Grillo
APRIL 10, 2023
Wright argues that we could diminish any asset that way, even stock certificates. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. Gold has transaction value. All value is relative. Lee holds a Ph.D.
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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