Seven Areas of Expertise You Will Gain With a CFP® Designation
Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and elevate your practice. The...
The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and elevate your practice. The...
Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from ill-gotten...
For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention...
Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...
Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?
A 2018 study, The...
A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...
The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings.
In a previous blog post, adjunct...
Life insurance planning includes determining how much and what type of insurance is needed. Financial planners must understand the client’s goals or objectives and priorities. In...
As a life insurance agent, it’s important to look at the client’s situation to determine why they would need life insurance as part of any financial planning engagement or...