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
DECEMBER 19, 2022
At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.
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Nerd's Eye View
DECEMBER 16, 2024
CFP Board Career Center, FPA Job Board), on general interest sites (e.g., Which means that taking the time to create a structured, inclusive hiring process that allows a firm to access the broadest possible pool of potential candidates and evaluate them effectively can be an investment that pays off for a firm for years to come!
Nerd's Eye View
JULY 19, 2023
Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., Read More.
Nerd's Eye View
DECEMBER 6, 2023
And because many service offerings have traditionally focused on areas like investments and securities recommendations, there has been little debate about the need to register as an advisor. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.
Nerd's Eye View
SEPTEMBER 8, 2023
Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)
Abnormal Returns
SEPTEMBER 16, 2024
thinkadvisor.com) Investing William Bernstein on the challenges for investors nearing retirement. riabiz.com) CFP professionals make more money. (standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age. kitces.com)
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