Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

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Financial Planner CFP Certification Retirement Planning 245

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? (matts-newsletter-7a3f46.beehiiv.com) Thankfully advisers lead the list.

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Estate Planning Recruitment Wealth Management Startup 240

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

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Clients Financial Advice Financial Planning Planning 240

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

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Clients Financial Advice Financial Planning Planning 227

Nerd's Eye View

MAY 7, 2024

So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al. Previous research by Derek Tharp et al.

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CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. in Journal of Financial Regulation, however, concludes the opposite. A forthcoming study by Jeff Camarda et al. Previous research by Derek Tharp et al.

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CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

APRIL 4, 2024

Accordingly, much of the heavy lifting to meet the demand for new advisors will likely be done by the Schwabs and Vanguards of the world, while professional organizations, like the FPA and CFP Board continue to create systems and structures that make it easier for growing firms to develop training programs and career tracks.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

SEPTEMBER 26, 2022

Accordingly, advisor licensing could mean establishing a requirement involving a professional designation like the CFP certification for those who provide financial advice.

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Financial Advice Financial Planner License Financial Advisor 130

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

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Financial Advisor Financial Advice Ethics Financial Planning 245

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

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Investments Investing Retirement Planning Financial Advising 246

Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.

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Education CFP Certification License 246

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Abnormal Returns

JANUARY 2, 2023

Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning.

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Distribution Financial Advice CFP Financial Planning 130

Darrow Wealth Management

NOVEMBER 4, 2024

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.

Financial Advisor 69

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 69

Abnormal Returns

MARCH 6, 2023

(investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. fa-mag.com) Vanguard is closing its UK financial planning unit. advisorperspectives.com) What does the research say about CFP misconduct? thinkadvisor.com)

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Compliance Wealth Management CFP Financial Advice 144

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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Certification CFP Certified Financial Planner Financial Planning 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

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

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CFP Certification Certified Financial Planner Financial Planning 52

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Asset division is one of the major financial components of a divorce.

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Financial Planning Planning Estate Planning Assets 104

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. By Alessandro M.

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Professional Services CFP Insurance Financial Advice 99

Steve Sanduski

NOVEMBER 12, 2024

” It takes “intention and attention” to set goals, create action plans and playbooks, and get to work! Brighton Jones’s unique approach to business planning. Sometimes we put our CFP hat on and say, yes, I can solve those problems for you. Guest: Carley Dillon , Chief Experience Officer at Brighton Jones.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. It’s not even the complex questions like, what’s the best investment for the Procter and Gamble 401k plan?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent. Conferred Degrees.

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Financial Advising Financial Planning Ethics Financial Services 98

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

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Financial Planning Planning Certified Financial Planner Financial Planner 78

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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

International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”

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Certified Financial Planner Financial Planner Certification CFP 52

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. population. Sources: 1.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

Carson Wealth

MARCH 19, 2024

In our recent episodes, I’ve focused on your spending and how planning for and projecting your spending over time can be a fruitful experience to measure. Today I’d like to focus on the other thing that far too often goes ignored in the planning process. For many folks planning for taxes is a lot like asking for their first date.

Tax Planning 52

Tax Planning Taxes Planning Wealth Advisor 52

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner. Any range for what these jobs usually pay?

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Insurance Financial Planner Fee Only Financial Advisor 98

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions, Carson Group      Do I need a financial advisor? I may be biased, but I think almost everyone would benefit from some kind of advice for their money. There are so many different ways to get affordable financial advice now.

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Financial Advisor Financial Advice CFP Financial Planning 52