Nerd's Eye View

SEPTEMBER 25, 2023

The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

CFP 246

CFP Financial Planning Planning Certification 246

Nerd's Eye View

MARCH 5, 2024

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130

Clients Financial Advisor Financial Planner Medicine 130

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Carson Wealth

JANUARY 17, 2023

John’s Hopkins Medicine suggests being active more often, improving your diet, getting quality sleep, stopping smoking and challenging your brain leads to happier and healthier aging. Meeting with a qualified financial planner is critical in your 40s. Focus on Your Health and Wellness  . Talk to a Professional   .

Retirement Planning 52

Retirement Planning Financial Planner Retirement Certified Financial Planner 52

Inside Information

MARCH 29, 2023

It has passed the bar in California and performed well enough on medical examinations that it would be licensed to practice medicine if it were made of flesh instead of silicon. Surely this was a genuinely terrifying new competitor to financial planners—right?

Financial Planner 40

Financial Planner Medicine Financial Planning License 40

International College of Financial Planning

OCTOBER 5, 2021

Imagine a physician who suggests unnecessary clinical tests or medicine to a client or an automobile repairer who replaces perfectly working parts in a vehicle to pump up his profits. If you aren’t naturally analytical, you will have to build this capability over time. A Person Who Sets the Priorities Right.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59