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Education Ethics Investing 
Nerd's Eye View
JULY 8, 2024
And to meet the growing demand for the required "Ethics & Professional Responsibility" content in particular, we're also excited to announce the return of our IAR Ethics CE on August 29 , 2024! interest rates, and relatively little new tax legislation (yet).
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Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
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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.
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Nerd's Eye View
JANUARY 13, 2025
and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year! We're also further expanding our more 'deep-dive' educational programs. in one fell swoop, and registration is already open now !
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Clever Girl Finance
JANUARY 10, 2025
They represent your “why” when it comes to financial decisions why you save, spend, invest, or give the way you do. Your money values influence the decisions you make about budgeting, saving, investing, and even giving. Aligning ethics with actions brings consistency to your money habits.
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Nerd's Eye View
MAY 31, 2024
Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Conferred degrees are generally issued by accredited educational institutions. Conferred Degrees.
The Big Picture
OCTOBER 19, 2022
. • London’s Natural History Museum: Wildlife Photographer of the Year Competition Winners : The museum said in a release that an international panel of experts had selected the 19 finalists out of more than 38,000 entries from nearly 100 countries, based on their “originality, narrative, technical excellence and ethical practice.”
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Aleph
DECEMBER 14, 2022
I am grateful that I earned my CFA credential in 1996, which enabled me to transition from being a life actuary, to being an investment actuary, to being a a financial analyst with actuarial skills. The title of the talk was “The Value of Ethics –The Value of a CFA Charter.” That’s why they were so easy for me.
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International College of Financial Planning
MAY 30, 2023
The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s success and credibility. As a finance student, understanding and practicing ethical behavior is crucial for building a responsible and reputable career. Impact of Ethics on Finance and the Economy.
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Indigo Marketing Agency
JANUARY 11, 2021
We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The post We’ve Been Featured In The Investments & Wealth Monitor!
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International College of Financial Planning
APRIL 25, 2024
This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Compared to investment advisors, CFP® offer a more comprehensive service.
Midstream Marketing
DECEMBER 10, 2024
Effective content marketing focuses on education and value rather than overt selling, strengthening audience connections and increasing conversion potential. Once you have a solid list, separate it by what clients want or their investment goals. You can offer educational webinars and online workshops.
Indigo Marketing Agency
DECEMBER 19, 2022
As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 Learn more about Marguerita on LinkedIn. Peter Lazaroff.
Midstream Marketing
NOVEMBER 6, 2024
Are you aiming at young workers who need help with investing? Financial Goals: These include saving for retirement, managing money, and paying for education. This can show your skills in sustainable investing or share good feedback from happy clients. Share economic signs and how they might affect your investment strategies.
International College of Financial Planning
JULY 10, 2023
How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.
Harness Wealth
MAY 25, 2023
Investing in financial guidance is an investment in your future. Assets Under Management (AUM) Investment advisors often charge a fee based on the percentage of assets under management. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.
International College of Financial Planning
DECEMBER 4, 2023
Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. This ethical commitment is fundamental in building client trust, a cornerstone in the financial industry.
International College of Financial Planning
FEBRUARY 23, 2024
Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning.
eMoney Advisor
DECEMBER 20, 2022
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Crypto Investing Deserves Special Consideration. Risks Associated with Crypto.
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International College of Financial Planning
OCTOBER 26, 2023
They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Achieving them typically involves: Completing a dedicated education program.
International College of Financial Planning
DECEMBER 23, 2023
A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.
Zoe Financial
APRIL 21, 2023
Invest in Our Planet This Earth Day Published April 22nd, 2023 Reading Time: 3 minutes Written by: The Zoe Team Earth Day gives us an opportunity to explore the benefits ESG investing as a key player in our financial portfolio. You, too, can make an impact every day with your investments. What is ESG Investing?
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International College of Financial Planning
OCTOBER 10, 2024
It is valued for its rigorous training, ethical standards, and comprehensive understanding of financial planning. Trust and Credibility: Clients trust certified professionals more, as they adhere to strict ethical guidelines and demonstrate a deeper knowledge of financial planning.
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Harness Wealth
FEBRUARY 20, 2024
When selecting a tax professional, there are four main types to consider: Certified Public Accountant (CPA) Enrolled Agent (EA) Tax Attorney Non-credential Tax Professional Each type requires its own education and training, allowing them to provide specific services, which we’ll explore below.
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eMoney Advisor
MAY 1, 2023
” As the 2023 president of the Financial Planning Association and founder of Lee Investment Management, Lee is a standout advocate for the financial planning profession. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. Census Bureau.
International College of Financial Planning
OCTOBER 26, 2023
Crafting a Comprehensive Financial Plan: This includes a detailed net worth statement, defining SMART Goals including retirement, children education etc., Investment Oversight: Post the formulation of your financial plan, the next step is to channel your assets into fruitful investments.
International College of Financial Planning
MAY 6, 2022
Benefits of a Certified Financial Planner (CFP) Certified financial planning is a great way to ensure you make the most of your money and investments. With the help of a certified financial planner, you can learn how to make the most of your money and investments. This can help you make the most of your money and investments.
Brown Advisory
JUNE 18, 2020
Community and society Philanthropic activity Environmental impact, including our carbon footprint and our carbon-neutrality commitment Colleagues Career development support, including commitments to support colleague education Support for colleagues and their families, including revamped policies covering all expressions of gender and sexual orientation (..)
Brown Advisory
JUNE 18, 2020
Career development support, including commitments to support colleague education. General commitments to ethics and fiduciary duty. Sustainable investing programs, including an assessment of the ESG exposures, carbon emissions and positive impact of our institutional strategy holdings.
Tobias Financial
MAY 25, 2023
The professional certification formally recognizes advisors who have completed education, exams, and ongoing requirements in various financial planning areas. It is a highly regarded credential in financial planning because of the fiduciary and ethical standards it represents.
Walkner Condon Financial Advisors
APRIL 17, 2023
Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity. This fee covers not only investment management, but also financial planning. How are we compensated?
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International College of Financial Planning
JUNE 10, 2022
This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. . Level 1: CFPC® Investment Planning Specialist . The new course structure will bring an enhanced educational experience to our students. He can help you in risk management. .
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The Big Picture
JULY 19, 2022
He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. Welcome to Bloomberg. ANTTI ILMANEN. RITHOLTZ: Really?
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Clever Girl Finance
NOVEMBER 22, 2022
Whether you go for a strict capsule wardrobe , choose to become a fashion minimalist , or simply invest in better items less often, your budget will love the refresh. Note: even though Everlane is one of the most celebrated “ethical” fashion brands, they did receive some bad press about how they treated their workers when COVID hit.
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Sara Grillo
DECEMBER 11, 2023
The wealth management services he provides and how he keeps the cost of service low Investor confusion about low fees and how he helps keep the message clear and educates them, which he calls, “deprogramming”). The goal is to educate people so they can steer clear of the traps the financial services industry sets for them.
Walkner Condon Financial Advisors
APRIL 21, 2023
Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity. This fee covers not only investment management, but also financial planning.
International College of Financial Planning
DECEMBER 9, 2024
The certification’s emphasis on ethical practices and comprehensive financial planning makes it increasingly relevant in today’s complex financial landscape. With its comprehensive curriculum, strong industry recognition, and promising career prospects, it stands as a valuable investment in professional development.
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Tobias Financial
JULY 11, 2023
We hold our advisors to this rigorous requirement, ensuring that those who lead client relationships and provide investment advisory services possess this designation. It signifies a commitment to professionalism, ethics, and a fiduciary duty to act in our clients’ best interests. Why is the CFP® designation crucial to us?
Sara Grillo
JUNE 24, 2024
Universal life (UL=money market investment) policies from the late 1980s to the early 2000s were illustrated using 8%+ CD-like rates of return forever. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. It is based on zero ($0.00) cash value guarantees.
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International College of Financial Planning
MARCH 9, 2024
These professionals excel in dissecting and understanding the multifaceted aspects of an individual’s economic life, encompassing investments, savings, tax planning, and retirement strategies. Their expertise is not just technical but also empathetic, enabling them to forge personalized strategies that address specific needs and dreams.
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Harness Wealth
MARCH 5, 2024
A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions. A CPA or tax attorney may charge an individual $10,000 per year to create a tax plan around venture capital fund distributions and crypto investments. Between $200 and $1,500 per annual tax filing.
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International College of Financial Planning
MARCH 31, 2023
Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers work closely with their clients to understand their unique financial situations, risk tolerance, and investment goals to develop customized solutions that meet their needs.
The Big Picture
DECEMBER 6, 2022
BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?
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