International College of Financial Planning

NOVEMBER 16, 2023

According to the “Value of Financial Planning ” study conducted by the Financial Planning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. Providing an educational experience for clients online comes with several advantages. Make it count!

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

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 In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: Our final question, what do you know about the world of advice and financial planning and counseling that you wish you knew 20 years or so ago when you were first getting started?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130