RankiaPro Europe’s Post

The number of CERTIFIED FINANCIAL PLANNER™ or CFP® professionals worldwide grew by 5.1% last year, with growth of 7.6% in Ireland. This growth reinforces the value the CFP certification holds in the global financial planning profession, and the commitment of Finance Professionals to abide by rigorous global standards of competency, ethics and professionalism.   As awareness of the CFP mark among consumers grows, so too has the demand for financial planners who are trained to provide comprehensive, personalised financial recommendations to help consumers improve their financial wellbeing and achieve their life goals.   Learn more about becoming a CFP professional: https://lnkd.in/e6YQkxc5 #LIA #FinancialPlanning #CFP #FPSB #Finance #FinancialServices #Career #Education #ProfessionaDevelopment Financial Planning Standards Board Ireland DAC

𝗧𝗼 𝗲𝘅𝗰𝗲𝗹 𝗮𝘀 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿, 𝗱𝗼 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗴𝗼 𝗯𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗖𝗙𝗣 𝗱𝗲𝘀𝗶𝗴𝗻𝗮𝘁𝗶𝗼𝗻? 🤔✏️ In the ever-evolving landscape of financial advising, staying ahead means continuously honing our expertise. While the CFP designation lays a strong foundation, the pursuit of specialty certifications can truly set financial advisors apart. Specialty designations offer in-depth insights into niche areas like estate planning, retirement income, or investment management. This knowledge empowers our advisors to offer more comprehensive solutions tailored to diverse client needs. And while it’s great to always be expanding our financial knowledge, we know that the pursuit of additional certifications should align with our clients’ goals and needs. It's about offering exceptional value and expertise while evolving with our clients’ dynamic financial landscape. #FinancialAdvisory #CFP #SpecialtyDesignations #ContinuousLearning #TheAmericanCollege

Are your advisors in need of cross-border planning education? Investments & Wealth Institute has a new course that educates advisors about the needs of #international and #crossborder clients.

9 months of intense study on general principles, income tax, estate planning, retirement planning, insurance, and investments. Over $15k out of pocket. Beginning with 1-2 hours a day studying and ending with 6-8 hours of study everyday. Time lost from work, family, and hobbies. But it culminated in success! The best things in life do not come easy. Very happy this is behind me now. The future is bright! #cfp #certifiedfinancialplanner #financialplanner

How FATI and the CFP work in harmony https://buff.ly/41KPC3N Discover the seamless collaboration between the Financial Analysts and the Certified Financial Planners (CFP) as they work together in perfect harmony. The FATI and CFP complement each other's expertise and skills to provide comprehensive financial solutions to clients. By leveraging their knowledge and experience, they ensure that clients receive expert advice on managing investments, retirement planning, and tax strategies. Their collaboration is further enhanced by utilizing advanced financial tools and staying updated with the latest industry trends. To learn more, visit https://buff.ly/41KPC3N. #FinancialAnalysts #CertifiedFinancialPlanners #Collaboration

A recent study showed that 54% of high net worth clients want to have a stronger understanding of the certifications and designations that their CERTIFIED FINANCIAL PLANNER™ has. Does that describe you? If so, here are a few important insights to know. As a CFP® professional, I’ve had to complete the following: ✓ Educational requirements ✓ Coursework requirements ✓ Principal Topics (which serves as a curricular framework) ✓ And a lot more What does this mean for you? It means knowing that you’re in good hands, being confident in the skills and knowledge of what I bring to the table, and lastly - perhaps most important – experiencing financial contentment. Questions? Send me a message now or leave a comment. Source: Survey conducted by Absolute Engagement for Investments & Wealth Institute (formerly IMCA) as found on American Funds website. #CertifiedFinancialPlanner #IndependentFinancialAdvisor #Money

Status: COMPETENT ✅ “The Certified Financial Planner (CFP) designation is a hallmark of excellence in financial planning. Earning this certification signifies a commitment to mastering complex financial knowledge and adhering to stringent ethical standards. It assures clients that they are working with a professional who is well-equipped to guide them through the intricacies of personal finance, from investment strategies to retirement planning. With a CFP, financial advisors distinguish themselves in a competitive market, fostering trust and credibility that can lead to more robust client relationships and successful outcomes. “ #WealthChampion #ChampionMindset

💰 In the realm of personal finance, the term "CFP®" might not ring a bell for many individuals. What should you know? 👇 ▪️ CFP® stands for Certified Financial Planner (TM), a prestigious designation that carries significant weight in the world of financial planning. ▪️To obtain this designation, candidates must undergo a rigorous education program, pass a comprehensive national exam, hold a post-secondary degree, and demonstrate three years of qualifying work experience in financial planning. ▪️Maintaining the CFP® certification requires commitment to continuous learning and professional development. ▪️CFP® professionals are required to complete 25 hours of continuing education annually, with at least two hours dedicated to professional responsibility-focused education and ethics! Working with a Certified Financial Planner can bring peace of mind and confidence in making informed decisions about one's financial future. 📈 Your Planning Partner’s Carol Dixon, CFP® is proud to be Certified Financial Planner (TM)! #cfp #financialplanner #financialadvisor #finance #personalfinance #retirement

I'm excited to share that I've completed the certification program in Personal Finance Management and Wealth Building! This journey has been incredibly enlightening, equipping me with a comprehensive understanding of various financial strategies and techniques. From delving into the nuances of budgeting to mastering the intricacies of investing and retirement planning, each topic has provided valuable insights into managing personal and business finances effectively. With this newfound expertise, I'm confident in my ability to offer customized solutions and guidance to individuals and businesses seeking to navigate the complex world of finance. Empowering others to make informed decisions and secure their financial futures is now my mission, and I look forward to the opportunities ahead. #personalfinance #wealthmanagement #wealthbuilding #financialawareness #investmentmanagement #investmentinsights #budgetmanagement

Question: What type of coursework did you go through in order to become a CERTIFIED FINANCIAL PLANNER™? Answer: The first part of the coursework on the way to getting certified included successfully completing CFP® Board education requirements in the major personal financial planning areas. These include: => Tax Planning => Estate Planning => Education Planning => Investment Planning => Professional Conduct and Regulation => General Principles of Financial Planning => Retirement Savings and Income Planning => Risk Management and Insurance Planning => Financial plan development (capstone) course This is only one of multiple ingredients that goes into the CERTIFIED FINANCIAL PLANNER™ certification. #IndependentFinancialAdvisor #CollegePlanning #InvestmentManagement