International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

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CFP Financial Planning Planning Certification 52

NAIFA Advisor Today

OCTOBER 12, 2023

CLU, ChFC, CFP, Senior Advanced Market Consultant at Allianz Life , has some great ideas for using Indexed Universal Life products in compensation strategies that are uniquely appealing to highly sought key employees. Are your small and mid-size business clients having trouble attracting and keeping key employees? Jordan Skog , J.D.,

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CFP Consulting Clients Marketing 98

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Professional advisors should be consulted before implementing any of the options presented. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.

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Marketing Marketing Financial Advisor CFP 52

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

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CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

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Risk Analysis Certification CFP Certified Financial Planner 52

NAIFA Advisor Today

SEPTEMBER 21, 2023

He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP.

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Financial Consultant License CFP Insurance 97

Darrow Wealth Management

FEBRUARY 13, 2025

Planners often go by some combination of terms like [financial, retirement, investment, money, wealth] followed by words like advisor, planner, consultant, manager, specialist. The CERTIFIED FINANCIAL PLANNER professional (also CFP professional) designation is often considered the gold standard for financial planners.

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Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

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Financial Planning Planning Financial Planner CFP 107

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Maribeth Kuzmeski is a powerhouse in the marketing consulting space.

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Financial Advisor CFP Financial Services Education 116

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. Professional advisors should be consulted before implementing any of the options presented. Recently, tariffs implemented by the U.S. It is for information and planning purposes only.

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Financial Advisor Wealth Advisor CFP Commission 52

Indigo Marketing Agency

MARCH 6, 2023

To determine what may be appropriate for you, consult your financial advisor. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. The post Culture Is King by Larry Sprung, CFP® appeared first on Indigo Marketing Agency. No strategy assures success or protects against loss.

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CFP Advertising Clients Communication 52

Ron A. Rhodes

DECEMBER 12, 2023

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

Financial Planner 67

Financial Planner Wealth Management Financial Consultant CFP 67

MainStreet Financial Planning

JUNE 7, 2023

Helping Your Child Get a Job After College Hosted by: Anna Sergunina , CFP® Guest commentator: Beth Hendler-Grunt of Great Next Step Beth Hendler-Grunt is a recognized thought leader in the college-to-career space. She has extensive experience consulting with start-ups to Fortune 500 firms. What should you do? How can you help?

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Consulting Financial Planning CFP Education 98

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

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Financial Planning Planning CFP Financial Planner 100

Walkner Condon Financial Advisors

APRIL 27, 2023

The rules and rates for state and local taxes vary by jurisdiction, so it is important for employees to consult with a tax professional to understand their specific tax obligations. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

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Taxes Consulting Financial Advisor Startup 105

eMoney Advisor

FEBRUARY 7, 2023

Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession. Lauryn also works as a student loan consultant for Student Loan Planner. Dr. Preston D.

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Financial Planning Planning Financial Planner CFP 78

Carson Wealth

JULY 12, 2022

CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. ChFC ® – Chartered Financial Consultant.

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Financial Advising Financial Planning Ethics Financial Services 98

Nerd's Eye View

NOVEMBER 1, 2022

In this episode, we talk in-depth about why Mindy attributes the success of her practice’s structure to the realization that she does not enjoy selling products or investment management (or dealing with compliance that goes with them) and could more efficiently scale with an advice-only approach to one-year financial planning engagements that (..)

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Fee Only Clients Financial Planning Financial Advisor 130

Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! Please consult with your tax professional! For a comprehensive review of your personal situation, always consult with a tax or legal advisor.Some IRAs have contribution limitations and tax consequences for early withdrawals. More on that later.)

Taxes 97

Taxes Consulting Accounting Planning 97

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Darrow Wealth Management

MAY 6, 2024

Consult your attorney to find out. Consult the attorney for guidance as needed. Deciding What to Do When You Inherit A House Published in Forbes by Kristin McKenna, CFP® Real estate considerations If your parent was still in their home and living alone, notify the insurance company.

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Estate Planning Distribution Accounting Valuation 100

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. For example, I know from Google Analytics that keyword searches for my website typically include “Indigo Marketing Agency,” and “marketing consultant for financial advisors.”

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

International College of Financial Planning

NOVEMBER 18, 2024

However, everything started to change when I moved into IT consultancy. Later, when I transitioned into business and management consulting (for Healthcare/Pharma, MedTech, Biotech), I was constantly discussing industries, companies, and their financial performance.

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Education Financial Planning Consulting Management 52

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

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CFP Financial Planning Clients Financial Planner 85

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

eMoney Advisor

APRIL 6, 2023

If you’re interested in a particular tech provider, check to see whether they have service consultants who can help you build a lineup of tools around a specific piece of technology. An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers.

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CFP Financial Planning Clients Planning 76

Carson Wealth

JULY 30, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Planning 52

Planning Wealth Advisor Consulting CFP 52

eMoney Advisor

FEBRUARY 23, 2023

If you are CFP® professional, keep in mind that there are duties you must satisfy when recommending another service provider to your clients. HR representatives and consultants are often in-the-know when these events happen. Those seeking professional advice may do so by consulting with a professional advisor.

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Financial Planner Recruitment Clients Financial Advisor 118

Carson Wealth

APRIL 18, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Planning 52

Planning Wealth Advisor CFP Consulting 52

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! For a comprehensive review of your personal situation, always consult with a tax or legal advisor. That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Nerd's Eye View

MARCH 14, 2023

In this episode, we talk in-depth about how, during the Great Recession, Nancy (like many other advisory firm owners at the time) were facing the challenges of a 30-40% market drop and its subsequent effect on her firm’s revenue but because she took for granted that she was a CFP professional with a ‘good’ income she didn’t (..)

Management 130

Management Financial Advisor Clients CFP 130

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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Insurance Financial Planner Fee Only Financial Advisor 98

Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

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Valuation Wealth Advisor CFP Consulting 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

You should consult a financial professional and perform your own due diligence on these providers before you make any changes to your own investments. candidate for cfp® certification. We are not affiliated with the National ABLE Alliance or any of the different state’s ABLE plans. Alicia Vande Ven, M.S.

Accounting 98

Accounting Financial Advisor Certification CFP 98

Carson Wealth

AUGUST 19, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Planning 52

Planning Wealth Advisor CFP Consulting 52