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

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

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CFP Financial Planning Planning Certification 52

Nerd's Eye View

MAY 22, 2023

Recognizing the potential impact that a lack of internships for a generation of planners could have on the industry, in 2020 the Financial Planning Association (FPA) launched "The Externship", a virtual program that provided participants with access to mentorships with financial planning practitioners, technology commonly used in financial planning, (..)

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Financial Planning Planning Financial Planner Certification 246

Nerd's Eye View

JULY 11, 2023

In this episode, we talk in-depth about why Thor was inspired to create a rotating advisor structure because he found that in other professional services like medical teams that implement a similar structure, advisors shared details and in-depth knowledge of each of the firm’s clients, which creates a team environment where the client benefits (..)

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Clients CFP Financial Advisor Education 189

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

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

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CFP Certified Financial Planner Certification Financial Planner 52

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments. It is for information and planning purposes only. This is a publication of Tobias Financial Advisors.

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Marketing Marketing Financial Advisor CFP 52

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

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Estate Planning CFP Certification Certified Financial Planner 52

Darrow Wealth Management

NOVEMBER 4, 2024

In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. It’s important to note that the CFP Board’s fiduciary standard is business-model neutral as described below. You can search for CFP® professionals here.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

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Media CFP Numbers Marketing 111

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

Million Dollar Round Table (MDRT)

SEPTEMBER 8, 2024

Dipp Metzger, CFP, MSFS. Even with the best of intentions, it’s easy for anyone to forget, misinterpret or mishear information. About 95% of problems can be solved with good recordkeeping and notetaking, said 13-year MDRT member Elizabeth M.

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Clients Ethics CFP Communication 105

Investing Caffeine

JULY 1, 2024

Slome, CFA, CFP® Plan. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

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Economics Marketing Marketing Food 52

Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. It is for information and planning purposes only.

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Financial Advisor Wealth Advisor CFP Commission 52

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

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Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

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Financial Planning Planning Financial Planner CFP 107

Tobias Financial

DECEMBER 20, 2024

Guided by a common purpose, shared culture, and objectives, we believe, as our CEO Marianela Collado, CPA/PFS, CFP, CDS often says, that a happy team equals happy clients. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.

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Financial Planning Planning Financial Advisor CFP 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. Steve Sanduski is a CFP® professional and personal coach to financial professionals. With so much going on, it can be challenging to keep track of everything.

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Financial Advisor CFP Financial Services Education 116

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. Every business covered under the law must report the following information. For more information, refer to [link].

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License Tax Planning CFP Taxes 129

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

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Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service.

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Financial Advice Financial Planner License Financial Advisor 130

Your Richest Life

MARCH 12, 2025

If you are missing documents or important information, that could be a good reason to extend your filing deadline. 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. So, when should you file an extension?

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Taxes Fee Only Electronics CFP 52

Tobias Financial

OCTOBER 12, 2023

Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.

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Financial Planning Planning Wealth Accumulation Strategic Planning 98

Million Dollar Round Table (MDRT)

OCTOBER 10, 2023

Kyle Atkins, CLU, CFP What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to achieve. ” And we found that information exchange to be very valuable as we go back later.

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CFP Clients Management 105

Your Richest Life

NOVEMBER 12, 2024

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. For more information on the services offered, contact Katie today. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy.

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Budgeting Fee Only Planning CFP 52

Your Richest Life

NOVEMBER 26, 2024

for more information. 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. For more information on the services offered, contact Katie today.

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Retirement Planning Fee Only Financial Planning 52

FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. It’s important to give back to the community and share information beyond your products and services.

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Financial Advisor CFP Financial Planning Planning 98

Your Richest Life

FEBRUARY 24, 2025

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. For more information on the services offered, contact Katie today.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Carson Wealth

JULY 12, 2022

I would need more information before being able to discern if Tammy is a fiduciary and as such, would be required to act in her client’s best interest. . CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications.

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Financial Advising Financial Planning Ethics Financial Services 98

MainStreet Financial Planning

MAY 4, 2023

Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years.

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Retirement Healthcare Financial Planning CFP 98

Your Richest Life

JUNE 3, 2024

That’s valuable information, because it shows you what areas need attention as you get back on track. Having that information ready will make it a little easier to know what changes you need during open enrollment. For more information on the services offered, contact Katie today. If you’re doing better than you thought, great!

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Budgeting Taxes Retirement CFP 97

Your Richest Life

JANUARY 27, 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. For more information on the services offered, contact Katie today. The post Active vs. Passive Investing: Which Strategy is Right for You?

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Investing Investments Risk Tolerance Portfolio 52

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

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CFP Financial Planning Clients Financial Planner 85

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” While I could give them all the technical information and thought processes behind it, that may not help the client understand.

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Retirement Clients Investing Investments 98

eMoney Advisor

FEBRUARY 7, 2023

Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession. You might have noticed Chris is not a CFP® practitioner like the others on this list. Dr. Preston D.

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Financial Planning Planning Financial Planner CFP 78

MainStreet Financial Planning

AUGUST 3, 2023

Buying a Home: Making the Right Decision for You Hosted by: Katherine Edwards , CFP® Guest commentator: Tori Young , Realtor, Exit Realty Today’s real estate market can be confusing and overwhelming. With mortgage rates above 7% and rents continuing to rise – it can be a difficult decision about what is best for you.

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Financial Planning CFP Clients Planning 98

MainStreet Financial Planning

AUGUST 2, 2024

In this edition, we’ve gathered valuable resources and tips to help you and your children start the school year strong, including must-read books, top online tools, informative podcasts, updates on financial literacy initiatives in California , etc.

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Budgeting CFP Education Financial Planning 98