Steve Sanduski

FEBRUARY 18, 2025

But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals.

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International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. What Is the CFP® Challenge Pathway? Let’s dive in.

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International College of Financial Planning

NOVEMBER 9, 2024

This is where specialized courses like the Certified Financial Planner (CFP) program come into play. Introducing the CFP Fast Track Course at ICOFP The International College of Financial Planning (ICOFP) offers an accelerated path to becoming a Certified Financial Planner through their Fast Track course.

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International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

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International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. They help clients manage their financial aspects and develop customized strategies based on their needs. Critical skills for investment advisors include: Strong analytical abilities.

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International College of Financial Planning

MAY 20, 2024

Wealth Management Course at ICOFP The International College of Financial Planning (ICOFP) stands out with its variety of specialized courses designed to prepare graduates for immediate entry into the finance industry: Integrated Diploma in Wealth Management (IDWM): This robust program combines theoretical learning with practical application.

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WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

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