Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. The following case studies serve as examples of ethical actions taken by financial advisors.

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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.

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Financial Planning Planning Financial Planner CFP 101

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. Steve Sanduski is a CFP® professional and personal coach to financial professionals. With so much going on, it can be challenging to keep track of everything.

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WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning.

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NAIFA Advisor Today

APRIL 8, 2024

Richards, JD, MBA, CLU, CFP, “Ethical and Regulatory Environment Surrounding the Sale of Premium-Financed Indexed Universal Life Insurance,” in March 2023 For more information about the Kenneth Black Jr. More information is available at www.FinancialProFoundation.org.

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Financial Services Ethics CFP Education 64

International College of Financial Planning

DECEMBER 4, 2023

Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

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Financial Advisor Certified Financial Planner Ethics CFP 52

eMoney Advisor

APRIL 6, 2023

An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers. There are also communities for CFP® professionals on Reddit where you can anonymously post about the tech tools you’re considering and get real-life feedback from fellow advisors. Sources: 1. The Cerulli Report.

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Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. In an industry where transparency and ethics are paramount, understanding the motivations and standards that guide financial advisors is essential.

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Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. In an industry where transparency and ethics are paramount, understanding the motivations and standards that guide financial advisors is essential.

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Investment Advisor Ethics Investing Investments 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). CFP s must also meet ongoing continuing education requirements to maintain their certification. Alicia Vande Ven , M.S.,

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International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. They’re not just one-way streets but platforms where you can share and receive information.

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Certified Financial Planner Financial Planner Ethics CFP 52

Walkner Condon Financial Advisors

APRIL 17, 2023

What is a Certified Financial Planner (CFP)? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). Additionally, CFPs must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients.

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International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. A financial advisor provides financial knowledge and advice to customers to make informed decisions, which is critical, especially when it comes to meeting long-term financial goals. Successfully passing the respective examination.

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Inside Information

JULY 31, 2022

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body. Mahoney says that right now the organization is looking at a blank slate.

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Financial Planner Financial Planning Ethics CFP 45

International College of Financial Planning

JULY 10, 2023

Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Role of International College of Financial Planning ICOFP is crucial in helping aspiring individuals clear the CFP exam and become certified financial planners. Excellent communication and interpersonal skills.

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International College of Financial Planning

MAY 20, 2024

This blog aims to provide information about what makes these courses beneficial, how to choose the best option for your career goals, and what you can expect after completing your studies. Utilize job boards, industry newsletters, and network connections to gather comprehensive information.

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Sara Grillo

SEPTEMBER 18, 2022

Here are some blogs I wrote/podcasts that may inform you on your transparency journey. Ethical financial advisors. Should you cancel your CFP designation? But that is all changing with the advent of more transparent financial advice models such as flat fee, hourly, and advice only planning. You can read about all this below.

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International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 25, 2023

Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies. With that information we look at short term, intermediate term, and long term goals and figure out the best place for the next dollar. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

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Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. Let’s get into it, folks!

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Clever Girl Finance

JULY 16, 2023

With access to information online, it is advisable to do your own financial research first. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. When should you get a financial advisor? Remember, though, that it can cost you hundreds of dollars and more.

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Clever Girl Finance

JULY 16, 2023

With access to information online, it is advisable to do your own financial research first. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. When should you get a financial advisor? Remember, though, that it can cost you hundreds of dollars and more.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! About Gary Mettler.

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Cornerstone Financial Advisory

NOVEMBER 20, 2024

Make informed financial decisions: Before major purchases, research options, compare prices, and consider if the purchase aligns with your values and financial goals. Ethical investing: Consider investing in companies or funds that align with Christian values. If they do, look for areas to cut back.

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Good Financial Cents

APRIL 10, 2023

According to some background information shared by CNBC , different age groups also had their own feelings on how much money someone needed to have to be considered wealthy in the United States. Best Quotes About Wealth Be Ethical “All you have in business is your reputation. That’s down from the $2.6

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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Nerd's Eye View

FEBRUARY 28, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board this week released a checklist of ethics guidelines for the use of generative Artificial Intelligence (AI) tools.

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