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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

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Clear advice makes sales easier

Million Dollar Round Table (MDRT)

Rogers, CLU, CFP The primary role model for me was MDRT member John F. For example, when a doctor is explaining your diagnosis and the best way to take medicine for it, you want to understand what your doctor is saying. By James E. Savage, CLU , of Toledo, Ohio, USA.

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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

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. 2025 Inflation creeps up The U.S.

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Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning

Steve Sanduski

Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture.

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Legitimate Ways to Help Ukraine

Your Richest Life

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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Heartburn Pains After Digesting Market Gains

Investing Caffeine

Pessimists point to the economic strength as only temporary, as they brace for the Fed’s interest rate hiking medicine to take larger effect on the patient. Slome, CFA, CFP ®. Source: Yardeni.com. www.Sidoxia.com.

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Bracketology (2025 Edition)

The Better Letter

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. Gregg Nigl, a neuropsychologist from Columbus, Ohio, has come closest so far to a perfect performance.

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