Remove Certification Remove License Remove Numbers
article thumbnail

CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

The added complication is that, while this structure of hiring a large number of new advisor recruits with a high level of churn results in a high volume of aspiring planners potentially leaving the industry altogether, it is quite profitable for the insurance companies and broker-dealers themselves.

CFP 246
article thumbnail

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 246
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

However, bear in mind that doing so may require obtaining specific licenses depending on which state you live in. Requirements: Love for taking care of children Licenses if opening own daycare center 2. Requirements: Strong communication skills Some employers may require sales associate certifications 4.

article thumbnail

Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Birth certificates / Adoption paperwork. Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Death Certificates. Marriage Certificates. Remember this is different than a marriage license, which you don't keep. Social security card. Security safe.

article thumbnail

How To Use BrokerCheck To Evaluate A Financial Advisor’s Credentials

WiserAdvisor

The detailed information provided through the BrokerCheck tool includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. You can use the Brokercheck tool on the FINRA website.

License 80
article thumbnail

Hurricane and Natural Disaster Preparedness

Your Richest Life

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Birth certificates. That’s why some cash on hand can be crucial during a disaster. But it happens.

Food 104
article thumbnail

What is a BOI Report and How Do You File One?

Harness Wealth

EIN/Tax ID: Enter the company’s EIN or other applicable tax identification number. Certification statement: Carefully read the certification statement and check the box to confirm your agreement. Head to the BOI reporting page on the FinCEN website FinCEN offers online filing through a secure web form.

Taxes 52