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The Financial Plan Development Course Now a Requirement of All CFP Educational Programs

By Michael Sorrow

Happy New Year! We hope you are off to a great start in 2012! As you may know, 2012 is a year of changes for CFP Educational Programs. This online financial planner program is no different. Over the recent months, the consortium of university partners working closely with the wealth management industry leader, Greene Consulting,…

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Study for Your CFP on the iPad, iPhone or Tablet Device

By Michael Sorrow

Have you ever been in a public setting and noticed how many individuals are looking at their mobile device? Try this some time and you will be amazed at how our society is increasingly looking for “information on the go.” Times have changed from the days of in-class CFP® Certification Education programs being the only…

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Part 3: How Do the New CFP Certification Education Requirements Impact CFP Board Exam Challengers?

By Michael Sorrow

How Do the New CFP® Certification Education Requirements Impact Exam Challengers? Before answering the question, let’s first address what is an “exam challenger”? Most people who hold the CFP® Certification have gone through the process of enrolling in and completing an educational program at an approved institution. However, if you meet certain requirements, such as holding…

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Part 2: What do Financial Advisors and Career Changers Need to Know About the CFP Board 2012 Requirement Changes?

By Michael Sorrow

With our firm working with some of the largest Financial Services firms in the industry, we have fielded many questions concerning the January 1, 2012 CFP Board requirement change. Both Advisors and individuals entertaining Financial Planning as a career change have a desire to be better informed when considering how this requirement change will affect…

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Impacts of the 2012 CFP Board Certification Requirements Part 1: The CFP Board Exam

By Michael Sorrow

As a precursor to the January 1, 2012, deadline for the new CFP® Certification Requirements, we will be taking a closer look at what you need to evaluate in regards to how these requirement modifications may affect you.  Join us over the next few weeks as we examine: How the 2012 Certification Requirements Impact the CFP…

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Financial Planner Update – The IRS Announces Inflation Adjustments for 2012

By Dan Madden, CFP®

Financial planners should take note that the IRS recently announced inflation adjustments for 2012. In addition to increasing personal exemptions, standard deductions, and widening the tax brackets for income taxes, this will also raise the estate tax applicable exclusion amount to $5,120,000 (up from $5,000,000). The annual exclusion for gifts, however, will remain unchanged at…

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Top 10 CFP® Financial Planner Education Programs

By Dan Madden, CFP®

The University of Georgia, one of our excellent CFP® Certification Education Program partners, was recently profiled in an article by Financial Planning magazine! The article is about the top 10 CFP® Education programs in the country and we’re honored to be listed with the other UGA programs. This demonstrates that the hard work put in…

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Impact of CFP Certification upon Earnings

By Dan Madden, CFP®

The CFP Board recently released a document showing earning trends for certified financial planners. It is no surprise that 2008 had a negative impact upon earnings. What is surprising, however, is that the post-certification impact upon earnings for those persons newly acquiring their certification appears to have continued expanding. This is good news for those who are…

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Report from the CFP Board Annual Conference

By Dan Madden, CFP®

The CFP Board hosted its annual conference last week for directors of CFP registered education programs. Here are some of the highlights: The CFP Board is currently promoting a public awareness campaign to educate the public about the value of utilizing certified financial planner professionals. Much of the conference dealt with the new educational requirements…

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