Certified Financial Planner Financial Consultant Presentation 
International College of Financial Planning
OCTOBER 26, 2023
The world of financial advising is diverse, with various specializations. Prioritizing their needs is the essence of a commendable financial advisor. As a Certified Financial Planner® or CFA (Chartered Financial Analyst), you’ll be bound by a revered code of ethics, ensuring you always act in their best interest.
WiserAdvisor
DECEMBER 1, 2023
A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education.
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Sara Grillo
DECEMBER 12, 2022
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).
WiserAdvisor
JULY 24, 2022
can present themselves as intimidating numbers on a piece of paper. Putting these together and understanding your financial health can be cumbersome. However, the sooner you take charge of your finances, the better it can be for your financial health. Start early: With great power comes great responsibility.
Sara Grillo
APRIL 10, 2023
Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Lee holds a Ph.D.
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.
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. There are no guarantees that any information presented in this article is accurate. Certified Financial Planner Board of Standards, Inc.
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