Good to Know

The CFP certification continues to gain ground as a standard in the financial services industry for not only those already in the financial services business, but career changers as well. Within the past week, the U.S. Department of Labor and Statistics updated their Occupational Outlook Handbook noting an extremely positive job outlook for Financial Planners.…

In order to earn CFP® certification, a person must have a bachelor’s degree, pass an accredited CFP educational program, pass the national CFP Board exam, and meet the 3-year work experience requirement.  For a person not currently working in the financial services industry, a common question is, “How does one go about getting the proper experience?”…

One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path.  While the traditional financial planner is what most people associate with a CFP® Certificant, there are many jobs in the financial services industry you’ll see certificants working in.  Below we’ve listed a few…

A common question asked by both students enrolled in our CFP® certification educational program and those considering the CFP® certification relate to the earnings potential of Financial Advisors. A recent article in the Registered Rep discusses the earnings upside of nearly 30% for Financial Advisors obtaining the CFP® certification. With evidence of increased earnings for…

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…