International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. Communication skills are very important in this industry and in a diverse country like India proficiency in different languages is an added advantage. Numerous software and tools can do these jobs right now.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

The Big Picture

JUNE 11, 2024

They still got their website, they still got their financial consultant in the branch. And so I am very focused on who these people are, what is their attitude, how do they communicate and all of those things. They have, they’re duly registered and they’re, they’re making money on commission.

Planning 163

Planning Clients Investments Investing 163

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Securities and Exchange Commission.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59