article thumbnail

Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

Steve Sanduski

Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. in Toronto.

article thumbnail

Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

The world of financial advising is diverse, with various specializations. Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Most MSFS programs will contain financial planning classes within their curriculums. . Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas. ChFC ® – Chartered Financial Consultant. Someone with a Ph.D.

article thumbnail

How to Become a Financial Advisor in India?

International College of Financial Planning

A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India. This is one of the most coveted degrees or charters that one can have in the financial industry and there are less than 2000 charter holders in India.

article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. He graduated from the George Washington University cum laude. Throughout his career, Josh has been recognized for his outstanding talents and expertise.

article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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
article thumbnail

Financial Planning for High-Net-Worth Individuals

WiserAdvisor

And even though things may be different now, every new government can propose a new tax policy depending on the economic conditions in the country. Hire a professional: High-net-worth financial planners can offer several benefits to high-income groups. Moreover, the tax laws are constantly changing.