Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. The following case studies serve as examples of ethical actions taken by financial advisors.

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Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

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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. From a client’s perspective, working with a CFP® offers a sense of security and trust.

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Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. Who do you want to reach? Your audience will appreciate it.

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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. What Is a Certified Financial Planner®?

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International College of Financial Planning

DECEMBER 4, 2023

The Value of CFP® Certification for Prospective Financial Advisors The CFP® certification is a prestigious credential in financial planning, representing high levels of competence, ethics, and professionalism. This ethical commitment is fundamental in building client trust, a cornerstone in the financial industry.

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International College of Financial Planning

MARCH 31, 2023

The program is designed to provide students with practical exposure to the wealth management industry through internships and hands-on training.

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Financial Advisor FAQs 1.

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Midstream Marketing

DECEMBER 10, 2024

You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. It’s vital to follow the marketing rule for ethical practice. Emphasizing Ethical Practices and Client-Centered Approaches For financial advisors, being ethical is very important.

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Harness Wealth

FEBRUARY 20, 2024

Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career. Enrolled agents must obtain continuing education of 72 hours every three years with a minimum of 16 hours per year including ethics training.

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Park Place Financial

SEPTEMBER 8, 2022

Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. This type of financing planning may be more beneficial for wealthier people, who need assistance with reducing their tax liability or deciding how to allocate money to beneficiaries. Certified Financial Planner (CFP) .

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International College of Financial Planning

OCTOBER 10, 2024

The CFP® certification is widely recognized as the gold standard in the financial planning industry. It is valued for its rigorous training, ethical standards, and comprehensive understanding of financial planning. For anyone serious about a career in financial planning, obtaining a CFP® credential is essential.

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WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Retirement planning, estate planning, tax planning. Insurance planning and debt management. SPONSORED. . To conclude.

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International College of Financial Planning

JUNE 30, 2022

These are indications that the advisor has met the necessary standards in education, experience and ethics. . Planning services . Tax planning services . Estate planning services . Do check their track record with their clients. Hire a wealth manager who is regularly in touch with you.

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International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

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International College of Financial Planning

MAY 6, 2022

You must complete a CFP Board-approved program that includes at least six college-level courses in financial planning topics. These courses must cover investments, taxes, retirement, estate planning, and risk management. The exam is comprehensive that tests your knowledge of financial planning topics.

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Harness Wealth

MARCH 5, 2024

They often work on more complex legal tax matters involving legal disputes and audits, estate planning, or business tax intricacies. EAs must also obtain 72 hours of continuing education every three years with a minimum of 16 hours per year including ethics training.

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Sara Grillo

AUGUST 25, 2023

Hottleman and Associates www.hottleman.com Avg account size: $300k Niche: Single professional women approaching retirement Services: Financial planning, investment management, college planning, tax services, company retirement plans Note: Andrea holds insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com

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Clever Girl Finance

JULY 16, 2023

This person must pass an exam and complete coursework related to financial planning, and they are also a fiduciary , meaning they put the client’s best interest and financial needs first. They focus on investing, estate planning, and other aspects of wealth. They’ll devise plans to support your specific requirements.

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Clever Girl Finance

JULY 16, 2023

This person must pass an exam and complete coursework related to financial planning, and they are also a fiduciary , meaning they put the client’s best interest and financial needs first. They focus on investing, estate planning, and other aspects of wealth. They’ll devise plans to support your specific requirements.

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Walkner Condon Financial Advisors

APRIL 21, 2023

Additionally, CFP s must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients. CFP s must also meet ongoing continuing education requirements to maintain their certification.

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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. You were doing some estate planning and other legal services. I, you know, I can do it. That’s right.

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WiserAdvisor

JANUARY 3, 2024

Moreover, not only can 401(k)s be used in retirement, but they can also play a crucial role in estate planning. They are also an ethical investment avenue that can and potentially lead to lucrative results. It also removes human errors and the chance of missing out on contributions.

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Cornerstone Financial Advisory

APRIL 3, 2025

Exploring what the Bible says about inheritance offers important insights into the ethics of managing finances and the function of estate planning as a form of financial stewardship. Understanding these scripture-based concepts can reveal the broader principles for estate planning as a financial steward.

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Harness Wealth

JANUARY 17, 2025

Tax Attorney: Tax attorneys specialize in legal tax issues, including court representation, estate planning, business entity setup, and international tax law. While certifications are an important factor, membership in professional associations can also signal additional education and ethical standards.

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