Carson Wealth
JANUARY 22, 2025
Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
NAIFA Advisor Today
OCTOBER 6, 2023
In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.
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Clever Girl Finance
AUGUST 10, 2023
Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.
International College of Financial Planning
APRIL 20, 2022
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. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?
Indigo Marketing Agency
DECEMBER 18, 2019
It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Seminars for Financial Advisors. Best For: Advisors who give educational seminars and want a professional team to plan everything for them. Twenty Over Ten is a website platform built for the modern financial advisor.
International College of Financial Planning
NOVEMBER 16, 2023
Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.
International College of Financial Planning
JULY 10, 2023
Subscribe to relevant industry publications, attend webinars or seminars, and participate in professional development activities. Our curriculum covers all the domains of the CFP exam, ensuring that you are well-prepared for the certification.
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