With many estate administration, probate, and fiduciary laws being passed prior to the digital age, discover how advances in technology and digital assets can affect your practice. This article examines current regulations, responsibilities, and challenges currently facing estate planners today.
The study of investor behavior is known as behavioral finance, and it has been gaining in momentum and importance. In fact, in 2002 a Nobel Memorial Prize in Economic Sciences was awarded to Daniel Kahneman, whose work involved integrating both economics and psychology. Learn how to identify and address
According to a recent study by Aite Group, the average solo CFP certificant is generating 40% more revenue than a financial adviser without; the average experienced solo CFP certificant generating 80% more revenue; and adviser teams are generating 44% more revenue when they include at least one CFP professional.
CENTENNIAL, Colo. – September 2016 – The College for Financial Planning (CFFP) has joined with the Association for African American Financial Advisors (AAAA) to introduce a new scholarship for AAAA members pursuing their CERTIFIED FINANCIAL PLANNER™ certification. The scholarship will be awarded annually to a current AAAA member in
Join us for a Live CE Webinar Estate Planning for the “Average Joe”: Is it necessary? September, 13th 2016 at 4:00PM (EST) Presented by Professor Kirsten Waldrip, JD, LLM Only millionaires need estate planning, right? Wrong! With the estate tax exclusion amount being at $5.45 million in 2016, a
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA institute does not endorse, promote or warrant the accuracy or quality of the College for Financial Planning. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.