Nerd's Eye View

SEPTEMBER 13, 2024

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

Financial Planner 246

Financial Planner CFP Certification Retirement Planning 246

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

Nerd's Eye View

APRIL 4, 2024

On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

DECEMBER 12, 2022

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

Education CFP Certification License 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

The Big Picture

AUGUST 1, 2022

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. I searched for the exact product number “CR2450 Lithium” and bought the first result, a Duracell. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.

Advertising 361

Advertising Retail Electronics Insurance 361

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

MazumaBusinessAccounting

MAY 31, 2022

Some documentation has no expiration date, such as birth certificates and social security cards. Keep vital personal documents, like birth certificates, passports, marriage certificates, etc., Plus, these documents can serve as proof of identity. for insurance purposes. Where to Store Your Financial Records for Safekeeping.

Certification 98

Certification Taxes Medical Accounting 98

International College of Financial Planning

OCTOBER 26, 2023

Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Passion for Numbers If the allure of spreadsheets, the precision of calculations, and the thrill of tracking investments resonate with you, then the path of a financial advisor beckons.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

MainStreet Financial Planning

JUNE 13, 2023

Get a social security number for your child. You can request a social security number along with your baby’s birth certificate. With additional expenses and possible loss of income, make sure that your emergency fund is fully funded. Update your life and disability insurance.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

Clever Girl Finance

NOVEMBER 16, 2022

Birth certificates / Adoption paperwork. Death Certificates. Marriage Certificates. Marriage certificates are usually needed for the Social Security Administration status and/or name change, driver license name change, mortgage loans, life insurance, health insurance, etc. Social security card. Security safe.

Certification 105

Certification Taxes Insurance Banking 105

MainStreet Financial Planning

MARCH 29, 2023

Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). March inflation data is expected to be released on April 12 and that is the last number needed to determine the inflation adjustment for the I Bonds ahead.

Certification 98

Certification Accounting Banking Insurance 98

Clever Girl Finance

AUGUST 15, 2022

In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. No-penalty certificates of deposit. For example, banks may restrict your number of monthly withdrawals.

Investing 101

Investing Investments Certification Accounting 101

Clever Girl Finance

MAY 15, 2024

Requirements: Strong communication skills Some employers may require sales associate certifications 4. Requirements: Physical fitness skills Relevant certifications 6. Requirements: Fluency in language(s) other than English May require a certification 7.

Certification 97

Certification Media License Budgeting 97

Nationwide Financial

FEBRUARY 14, 2023

FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Your Richest Life

OCTOBER 1, 2022

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

Food Insurance Certification Fee Only 104

Harness Wealth

FEBRUARY 19, 2025

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

Taxes Financial Advisor Consulting Certification 52

Good Financial Cents

DECEMBER 9, 2022

1) Certificates of Deposit (CDs). For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. Interest Rate Actual Number of Years to Double Your Investment Rule of 72 Calculation 1% 69.66

Investments 103

Investments Investing Accounting Certification 103

Walkner Condon Financial Advisors

AUGUST 18, 2022

How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. Candidate for CFP® Certification. Alicia Vande Ven.

Planning 98

Planning Taxes Certification Financial Advisor 98

Clever Girl Finance

NOVEMBER 20, 2023

Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary. You’ll need a death certificate for most of these tasks, so starting there is a good idea.

Certification 107

Certification Accounting Insurance Banking 107

Your Richest Life

APRIL 28, 2023

Taking on more responsibilities, traveling more or obtaining a degree or certificate can all warrant higher pay. Too many people go into that interview waiting for their potential employer to give them a number. But this isn’t about higher rent prices or cost of food (though inflation is a serious problem right now.)

Financial Planner 105

Financial Planner Certification CFP Numbers 105

Pacifica Wealth

FEBRUARY 20, 2022

The UL is Underwriters Laboratories , a not-for-profit product safety testing and certification organization established in 1894. product safety and certification.” Many products attempt to suggest UL certification without actually earning the UL stamp of approval. The TL will be followed by a number. Trust Documents.

Assets 52

Assets Certification Insurance Banking 52

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are generally restrictions on the number of transactions you can have in this type of account. While it’s technically a checking account, you are generally restricted by the number of transactions you can have without fees and it doesn’t function like a normal checking account. Current Yield: 0.12% – 3.1%

Accounting 98

Accounting Banking Certification Financial Advisor 98

Clever Girl Finance

JUNE 27, 2023

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. You also need an associate’s degree or certification with proficiency in applications such as Microsoft Excel or QuickBooks. On the other hand, some of the tutoring agencies have their own certification training.

Certification 98

Certification Recruitment Engineering Media 98

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.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Clever Girl Finance

SEPTEMBER 11, 2023

Factors that make an investment liquid In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. For example, banks may restrict your number of monthly withdrawals.

Investing 96

Investing Investments Accounting Assets 96

Trade Brains

SEPTEMBER 20, 2022

When they did, they would receive share certificates as a symbol of ownership. Years later their children or grandchildren find these certificates. They are risky because of their lack of liquidity, a smaller number of shareholders, large bid-ask spreads, and limited disclosure of information.

Certification 98

Certification Manufacturing Investing Investments 98

Trade Brains

APRIL 25, 2023

However, because of this huge number of resources, it’s literally impossible to remember all the sources that you visit even in a single day. NSE India also provides courses and certifications (known as NCFM ). You can also use a number of amazing ‘tools’ available on this website for free.

Marketing 98

Marketing Marketing Numbers Investing 98

Random Roger's Retirement Planning

JULY 16, 2023

Even if that doesn't happen, it helps create understanding of the numbers involved. The numbers need to make sense. Where we live, currently the numbers don't make sense. Some of these have certification processes but even then they might not be required for doing this. I hope to wait until 70. Rental property.

Certification 75

Certification Retirement Numbers Planning 75

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. If you are joining a job with a firm, you may not have to bother with the additional certifications as either you won’t need to have all the certifications or the firm you join would help you with these certifications.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Nationwide Financial

DECEMBER 8, 2022

In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters. What does it take to attract top diverse talent to your firm?

Recruitment 52

Recruitment Financial Services Certification CFP 52

WiserAdvisor

MARCH 16, 2023

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

License Financial Advisor Investment Advisor Certification 80

Good Financial Cents

FEBRUARY 1, 2023

Examples include Certificates of Deposit (CDs) , High-Interest Savings Accounts, etc. This means that the money is locked in for a certain number of years, after which you can withdraw your principal investment and interest earned. The income may be guaranteed for a certain number of years or life.

Accounting 94

Accounting Investments Investing Insurance 94

Good Financial Cents

JANUARY 6, 2023

High-Yield Certificates of Deposit. While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term. High-Yield Certificates of Deposit. Table of Contents Best Short-Term Investments for $2,000 to $3,000.

Investing 91

Investing Investments Accounting Certification 91

Clever Girl Finance

JULY 12, 2023

Commercial pilot Median commercial pilot salary: $99,640 Education required: Commercial certificate If you want to fly and find the highest paying jobs without a degree, you can become a commercial pilot. The great thing about being a court reporter is that you can take a certificate program at a community college. of $61,900.

Education 98

Education Certification License Engineering 98

International College of Financial Planning

AUGUST 3, 2024

Helping People Secure Their Future A career in insurance planning is not just about numbers and policies; it’s about helping people protect their futures. Industry-Recognized Certification: The certification is recognized nationwide, giving you an edge in the competitive job market.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40