International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Committing to uphold the ethical guidelines and standards that govern their practice. What Do Financial Advisors Do? Prioritizing their needs is the essence of a commendable financial advisor. Why Pursue a Career as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

The Big Picture

JUNE 11, 2024

And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. They still got their website, they still got their financial consultant in the branch. I, you know, I can do it.

Planning 162

Planning Clients Investments Investing 162

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. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Harness Wealth

JANUARY 17, 2025

How will you communicate with your tax advisor? Some tax advisors specialize in tax planning, while others may concentrate on auditing, financial consulting, or simply annual tax filing. When entrusting someone with your financial information, you want to feel confident theyre reliable, competent, and ethical.

Taxes 52

Taxes Certification Ethics Communication 52