International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

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Certification CFP Certified Financial Planner 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

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

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Marketing Marketing CFP Numbers 52

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

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Marketing Marketing CFP Portfolio Management 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. Investment Options: 4. Fidelity Money Market. When it comes to the plan itself, most National Able Alliance (NAA) Member Plans are the best available option.

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Accounting Financial Advisor Certification CFP 98

Carson Wealth

OCTOBER 26, 2022

Kevin Oleszewski, CFP ® Senior Wealth Planner. As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. A net neutral tax position. What Is Tax Loss Harvesting?

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Taxes Financial Planner Asset Allocation Portfolio 98

Carson Wealth

OCTOBER 6, 2022

Kevin Oleszewski, CFP ® , Senior Wealth Planner. 1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan. I blame it largely on the failure of employers to educate in a coherent and easy-to-understand fashion. 5. Commuter benefits.

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Education Insurance Planning Retirement 98

Tobias Financial

MAY 12, 2024

We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®.

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CFP Portfolio Management Portfolio Investments 52

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? An emergency fund is liquid cash — generally held in a checking, savings or a money market account, that is available to pay unexpected expenses. Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq., Managing Partner, Wealth Solutions? .

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Retirement Planning Risk Tolerance Retirement Budgeting 72

Your Richest Life

JUNE 30, 2022

That might signal that this is a good time to invest in stocks. According to a study on market performance by The Leuthold Group , stocks don’t just survive during periods of high inflation; they thrive. This additional cash in the markets boosts stocks for a while, until the inflation rate gets closer to normal.

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Risk Tolerance Fee Only Portfolio Economy 52

International College of Financial Planning

NOVEMBER 10, 2021

With this charter, you can easily find employment at the highest levels with investment firms, insurance companies, pension funds, banks, and brokerage houses. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.

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Investment Advisor Investing Investments Certified Financial Planner 52

Tobias Financial

AUGUST 25, 2023

Whether you’re fresh out of college or advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz , CFA, CFP®, EA was quoted on CNBC sharing his insights on the key steps to consider as a first-time investor.

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CFP Investments Investing Marketing 52

International College of Financial Planning

MAY 20, 2024

Unlike broader academic studies, these courses are designed to bridge the substantial gap between theoretical education and the pragmatic requirements of the job market.

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Wealth Management Management Certification Certified Financial Planner 52

Tobias Financial

AUGUST 17, 2023

With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed decision that aligns with your financial goals. Our CEO, Marianela Collado , CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening a CD account.

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Certification Accounting CFP Investments 52

International College of Financial Planning

JUNE 25, 2024

Skill Development: The right course helps develop the skills required in the job market. Although traditional degrees provide a solid academic foundation, they often require further specialization to meet the specific demands of the job market. Consider Job Market Trends: Look for courses that are in demand and have good job prospects.

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Certified Financial Planner Certification CFP Education 40

Your Richest Life

SEPTEMBER 10, 2024

Or, if you plan to buy a house within the year and your down payment is sitting in the stock market, you might run the risk of losing that money in a down market before you buy. Make sure that the investments in your account reflect what you are trying to accomplish, both short and long term.

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Investments Investing Risk Tolerance Financial Planner 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. 5 Brush up on marketing. He is a CFP and financial advisor, founder or measure twice Financial.

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Financial Planner CFP Financial Planning Education 52

Tobias Financial

APRIL 13, 2023

Have you been concerned about the recent volatility in the markets? The good news is there are ways to keep your investment goals in check. Our Chief Investment Officer Matthew Saneholtz, CFA, CFP®, EA shared a few thoughts on building a portfolio that meets your financial goals. You are not alone.

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CFP Retirement Portfolio Investments 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal. She obtained her CFP designation in 2003.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

JULY 31, 2023

Emotional decisions driven by fear or greed during market volatility can lead to impulsive actions, resulting in missed opportunities or steep losses. Similarly, a lack of diversification can expose investors to unnecessary risk, while chasing hot trends can lead to speculative investments with unpredictable outcomes.

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Investment Advisor Investing Investments Risk Tolerance 52

Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The list is endless.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The agents made the point that it’s strange to see clients losing money to fees and also losing money to the market. For marketing tips in the transparency age…. Chris Randall.

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Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. Black Mammoth www.blackmammoth.com Avg account size: $46,000 Niche: Business Owners – Athletes, LGTBQ, Minority, Women Services: My services aren’t based on AUM or Investment Only, so I have DIY services and a full financial planning retainer model.

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Financial Advisor Accounting License Financial Planning 52

Sara Grillo

MAY 16, 2022

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Jon Luskin, CFP. Cody Garrett, CFP, is an advice-only financial planner. I’m pleased to present you with a list of low cost financial advisors! Measure Twice Financial.

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Financial Advisor Financial Advice Financial Planner Assets 52

WiserAdvisor

JUNE 2, 2023

Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility. Typically, investment advisors charge a fee as a percentage (1% or more) of the total market value of the investments they manage on behalf of their clients. They must also register with the U.S.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Good Financial Cents

AUGUST 18, 2023

The underlying belief is that my status as a sophisticated investor implies a deeper understanding of financial risks, a need for less disclosure on unregistered securities, and a conviction that these exclusive investment opportunities are apt for my funds. How it Works: Investors start by choosing a suitable investment plan on Fundrise.

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Investing Investments Startup Portfolio 52

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. Department of Education before appearing for the CFP exam.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. 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. They love to travel, bake, and swim.

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License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

APRIL 10, 2023

I am an irreverent and fun marketing con We’ve got a great party crew here today. It is what one person determines with another person engaging in a market. Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. – Josh Gonzalez, CFP Wright: This happens in pharma as well.

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Investing Investments CFP Financial Advisor 52

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

Good Financial Cents

APRIL 10, 2023

While wealthy people may get where they are in a few different ways, many people become wealthy through: Starting a profitable business Investing in the stock market Building a real estate portfolio Some of the wealthiest people in the world also take all three of these steps plus several others on their way to riches.

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Investments Investing Assets Accounting 110

Good Financial Cents

AUGUST 1, 2022

But just a small investment, at nearly 10%, can increase the overall return on your bond allocation. The average rate on a money market account is 0.09%, and 0.25% on a 12-month CD. If you want higher returns on your fixed income portfolio, and you’re willing to accept a moderate level of risk, you can invest in corporate bonds.

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Investing Investments Certification Accounting 64

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Some are market-based, the level of interest credited to the account can vary. Mettler says that many don’t know the difference because they came up in the business on the investment side.

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Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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CFP Financial Planner Ethics Financial Planning 80