International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Committing to uphold the ethical guidelines and standards that govern their practice. What Do Financial Advisors Do? Prioritizing their needs is the essence of a commendable financial advisor. Successfully passing the respective examination.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

AUGUST 2, 2021

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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

WiserAdvisor

DECEMBER 1, 2023

Under the PSLF, physicians working for government or non-profit organizations may qualify for loan forgiveness after making 120 qualifying repayments over ten years. Leveraging the expertise of a financial advisor can help physicians navigate the complex cycle of debt and forge a path toward financial freedom.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JULY 24, 2022

High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash. And even though things may be different now, every new government can propose a new tax policy depending on the economic conditions in the country.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. He feels that a fraternity of ethics and competence testing is far superior to a government agency that has no interest in justice. #3

CFP 80

CFP Financial Planner Ethics Financial Planning 80