Nerd's Eye View

DECEMBER 19, 2022

even as the CFP Board has announced its own Competency Standards Commission to raise their own standards regarding who can use the Certified Financial Planner title? Raising the question of whether the FPA is also considering an about-face on its CFP-centricity, too.

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. License Your Music 13. One solution would be to license your music. Look for freelancers with a strong work ethic who provide quality results.

Accounting 105

Accounting Investments Investing Media 105

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80