Remove Certified Financial Planner Remove Fee Only Remove Numbers
article thumbnail

Inflation Nation: What’s Behind the Current Inflation?

Walkner Condon Financial Advisors

The crisis in Ukraine has also played a key factor in these rising energy costs, particularly in fuel, an impact that can be seen in the CPI number. We’ll receive July’s inflation numbers on Aug. Financial Advisor, PARTNER. Russia invaded Ukraine on Feb. 24, and the price in gasoline in the U.S. Jonathon Jordan, CFP®, CEPA.

article thumbnail

Five Ways to Combat Money Stress

Your Richest Life

Seeing their situation spelled out in numbers can feel scary, so they end up avoiding it altogether. The truth is, no matter how disappointing the numbers might be, they’re still much better than a vague guess. The actual numbers might not be as bad as you thought, or you’ll have a much clearer idea about what you have to do next.

Insiders

Sign Up for our Newsletter

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

article thumbnail

How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Go for Fee-Only Financial Advisors.

article thumbnail

Amplifying 8 Asian-American Voices in Financial Planning

eMoney Advisor

Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. .”

article thumbnail

How to Become a Financial Advisor in India?

International College of Financial Planning

Some organizations require candidates to have a bachelor’s or master’s degree in finance or specialization in accounting and financial management to go with their bachelor’s or master’s degree. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter.

article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59