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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

International College of Financial Planning

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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This year’s Wild Crypto Debate

Sara Grillo

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Robert works families who are victims of wrongful death or personal injury to provide comprehensive settlement plans. They love to travel, bake, and swim.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003.

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How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?

International College of Financial Planning

Each individual’s financial goals and risk tolerance differ, and cookie-cutter solutions may not work for everyone. Investment advisors take the time to understand their client’s objectives, time horizons, and risk appetites before crafting customized investment plans.

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Should you die and go to hell before selling an annuity?

Sara Grillo

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.