International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Achieving them typically involves: Completing a dedicated education program.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

SEPTEMBER 18, 2022

Example: I’m the #2 financial advisor in the country (according to a list that is defined to be social media influencers). Or how much you virtue signal on social media. Ethical financial advisors. Should you cancel your CFP designation? Transparency is about containment not control. It’s about how you communicate.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

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.

Financial Planner 52

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. These are topics I’ve written about in the past: Here are some examples of things Ethical Financial Advisors do Direct indexing sucks Top advisor lists are bullcrap How to read an ADV #3 I can’t say it enough – you have to do your own research.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

APRIL 19, 2024

Volunteer as a mentor with the local FPA, CFP society, CFA society, etc. Look for good character and work ethic. Ask the community relations person at CFP Board, NAPFA, etc., Or if you want more… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

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?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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.

Insurance 59

Insurance Retirement Financial Advisor License 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?

CFP 80

CFP Financial Planner Ethics Financial Planning 80