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CFP Financial Planning Numbers 
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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Nerd's Eye View
FEBRUARY 7, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
DECEMBER 20, 2024
Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.
Nerd's Eye View
JULY 18, 2022
Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.
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Million Dollar Round Table (MDRT)
DECEMBER 10, 2024
Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals.
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Nerd's Eye View
DECEMBER 16, 2022
Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.
Nerd's Eye View
OCTOBER 11, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)
Nerd's Eye View
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
Million Dollar Round Table (MDRT)
JUNE 9, 2024
Gonzalez, CFP, CLU Visitors to our office walk in and see a chalkboard with client photos representing their bucket list accomplishments. By Rebecca J. This is our bucket list board, and we have a different theme every year. This year’s theme is “Defy your age.”
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.
Nerd's Eye View
FEBRUARY 9, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.
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. A gap our Kitces Courses aim to fill!
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 (..)
Nerd's Eye View
JUNE 6, 2023
Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25
246 
Nerd's Eye View
OCTOBER 25, 2024
Also in industry news this week: The SEC this week released its list of priorities for 2025 examinations, which include advisers' use of Artificial Intelligence tools, adviser recommendations of complex investment products, and broker-dealers' compliance with Regulation Best Interest CFP Board has introduced a refreshed ad campaign encouraging students (..)
eMoney Advisor
MAY 1, 2023
.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.
Nerd's Eye View
APRIL 14, 2023
The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.
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Nerd's Eye View
FEBRUARY 2, 2024
Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)
Walkner Condon Financial Advisors
JUNE 2, 2023
The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.
Nerd's Eye View
AUGUST 18, 2023
At the same time, though, the report also found that asset managers that are the primary source of retirement advice tend to hold a larger percentage of a client's portfolio, suggesting that offering financial planning services tailored to the needs of a firm's clients really is helping as a source of organic growth (as clients bring more assets under (..)
Nerd's Eye View
AUGUST 19, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.
Nerd's Eye View
NOVEMBER 29, 2022
In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)
246 
Nerd's Eye View
AUGUST 19, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.
eMoney Advisor
APRIL 25, 2023
1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.
International College of Financial Planning
MARCH 9, 2024
Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.
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Nerd's Eye View
NOVEMBER 1, 2022
Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.
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Your Richest Life
NOVEMBER 12, 2024
The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. The post Your Guide to a Financially Healthy Holiday Season appeared first on Your Richest Life.
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MainStreet Financial Planning
MARCH 2, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here!
93 
Nerd's Eye View
FEBRUARY 21, 2023
What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)
Your Richest Life
NOVEMBER 1, 2024
Of course, there are other factors contributing to those numbers, and it can be difficult to separate them out. 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. Since 1928, the U.S.
Million Dollar Round Table (MDRT)
MAY 7, 2023
By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. Obviously, there is a limited number of hours in the day, and you can only replicate yourself so much. But we are passionate about our business, and we think that everybody needs good financial planning.
98 
Your Richest Life
MARCH 12, 2025
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. Protect Your Identity Tax season is a particularly vulnerable time for tax and identity theft. Should You File an Extension?
52 
International College of Financial Planning
NOVEMBER 18, 2024
We studied financial statements like income statements, balance sheets, and cash flow reports—things I had never paid attention to before. It wasn’t just about numbers; it was about making smart decisions and planning for the future. I reached out to an advisory service, and they helped me create my first financial plan.
52 
Your Richest Life
DECEMBER 1, 2022
I talk about some of those options in my “How to Adjust Your Financial Plan” post. Seeing their situation spelled out in numbers can feel scary, so they end up avoiding it altogether. The truth is, no matter how disappointing the numbers might be, they’re still much better than a vague guess. Let go when you need to.
Your Richest Life
NOVEMBER 26, 2024
These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work. Money tips for your 40s 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.
52 
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.
Pacifica Wealth
JUNE 1, 2023
Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. Read the full article on the CFP® website.
52 
eMoney Advisor
MAY 25, 2023
Here we demonstrate four practical strategies based on financial psychology research that can help you take your client experience for couples to the next level. ” 3 When thinking about power dynamics in a marriage, it’s important to factor in that the financial contributions in American marriages have changed.
Your Richest Life
JULY 15, 2022
Your Richest Life by the Numbers. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Our furbabies, Fran the greyhound and Lily the terrier mutt, are also doing well. Working with over 40 families on an ongoing basis.
eMoney Advisor
DECEMBER 12, 2022
Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?
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eMoney Advisor
DECEMBER 15, 2022
Financial advisor is among the professions, such as epidemiologist, that saw a big increase in projected employment once the BLS factored the effects of the pandemic into the estimates. While these are only estimates, not forecasts, the numbers seem promising. The Financial Planning Workforce. population.
Your Richest Life
FEBRUARY 27, 2023
That number will decrease to 26 percent for 2033, 22 percent for 2034, and it will expire in 2035 unless Congress renews it. 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. due to the vehicle’s MSRP.)
105 
Your Richest Life
JUNE 3, 2024
Checking in with your financial goals: Where are you now? Some people start to feel like they’re behind on their goals anyway, so what’s the point of looking at the numbers to face the reality? The post Check in with Your Financial Goals this Summer appeared first on Your Richest Life.
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