Nerd's Eye View

SEPTEMBER 25, 2023

So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.

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CFP Financial Planning Planning Certification 246

Steve Sanduski

NOVEMBER 8, 2023

is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA.

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Financial Planning Planning Wealth Management Medicine 69

Your Richest Life

FEBRUARY 24, 2025

The cost increase last month affected expenses like car insurance, airfare, medicine and groceries. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

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Financial Market Marketing Marketing Medicine 52

Your Richest Life

MARCH 15, 2022

These organizations are highly rated on Charity Navigator , a site that vets charities based on their transparency, accountability and finances: Americares is delivering medicine, emergency supplies and funding to help people affected by the Ukraine crisis. Charitable Giving: How to Work it into Your Life, Budget and Estate Planning.

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Medicine Fee Only Estate Planning CFP 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

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Financial Planner Financial Planning Ethics CFP 45

Investing Caffeine

MAY 3, 2023

It is true, you can survive off a smaller nest egg, if you plan to subsist off cat food and live in a tent, but most Americans and retirees have become accustomed to a higher standard of living. Thanks to the miracles of modern medicine, lifespans are expanding, with the pandemic caveat. Slome, CFA, CFP ® Plan.

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Retirement Retirement Planning Financial Advisor Planning 59

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