Allegiance Consulting (Pty) Ltd’s Post

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2mo

Congratulations to Nonhlanhla Nxele, CFP® We are thrilled to celebrate Nonhlanhla Nxele, CFP®, for being recognized with the 2024 "It Starts with Me" Award! Your dedication to professionalism and your outstanding contribution to the financial services industry inspire us all. At Allegiance Consulting, we're proud to support financial advisors like Nonhlanhla who use Avalon to enhance their client service and achieve excellence in their work. Here's to more remarkable achievements and continued success! #Congratulations #AvalonPowered #FinancialPlanning #CFP #FPIConvention

The Financial Planning Institute SA

27,684 followers

2mo

Our next award recognises an individual who endorses the CFP® mark, and the professionalism that accompanies the mark, embedded in everything they do. They are acknowledged for their contribution towards professionalising financial services and for their tireless efforts to promote the CFP® designation. The winner of the 2024 It Starts with me Award goes to Nonhlanhla Nxele, CFP® #FPI #FPIConvention #FPIConvention2024

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Eustache Clerveaux, CFP®, CPWA®, MBA, CBDA®

Senior Analyst | Certified Private Wealth Advisor® & CERTIFIED FINANCIAL PLANNER® Professional | Financial Advisor @ Hudson Financial Group | Personal Finance Speaker | Non-Profit Board Member
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The CFP Board approaches 100,000 Certificants, marking a 3.9% increase from 2022. 𝐇𝐨𝐰𝐞𝐯𝐞𝐫, 𝐨𝐧𝐥𝐲 1.9% (1,899) 𝐚𝐫𝐞 𝐁𝐥𝐚𝐜𝐤 𝐨𝐫 𝐀𝐟𝐫𝐢𝐜𝐚𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧, though this group is growing at a commendable 7.5%. Advocating for diversity in financial planning not only addresses the representation gap but is also integral to fostering wealth-building opportunities within underrepresented communities. #FinancialPlanning #WealthBuilding #SmartInvesting #FinancialWellness #WealthCreation #PlanForProsperity #FinancialGoals #WealthMindset #SecureFinancialFuture #GrowYourWealth #CFPBoardMilestone #CFP #CFPPro #DiverseCFPProfessionals #WealthBuildingOpportunities #FinancialInclusion #AdvocateForDiversity #CFPRepresentationGap #InclusiveWealthCreation

CFP Board Closes In on 100,000 Certificants

barrons.com

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MDRT Academy

2,358 followers
4mo
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MDRT member Robert B. Plybon, CLU, ChFC , says the act of taking the high road starts with proper training. For more advice, watch the full video in the Academy 👉 https://bit.ly/4dFfa7S Apply to be a 2024 Academy member 👉 mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt
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Austin Delery, CFP®

Wealth Advisor, Partner, CERTIFIED FINANCIAL PLANNER™ at The Olivier Group
7mo
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Renewing my Certification today and I can't believe it's already been 4 years! It also means that my profile picture should be renewed as well, lol. #CFP #Financialplanning #Fiduciary #OlivierGroup #CFPPRO #Investing #Forthelongterm
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Daphne Jordan, CFP®

CERTIFIED FINANCIAL PLANNER® - I help you grow wealth and use that wealth well. | NAPFA Board of Directors
7mo
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It was great to share an organizational update with the CFP Board of Directors about NAPFA - National Association of Personal Financial Advisors. We enjoyed the deep questions and engaging conversation. We are committed to propelling the financial profession forward in a collaborative way and in a spirit of excellence. #NAPFA #CFP #financialplanning
NAPFA - National Association of Personal Financial Advisors

7,331 followers
7mo Edited

This week, we had the honor of meeting with the CFP Board of Directors, where we had the opportunity to provide a comprehensive briefing and organizational update. At NAPFA, we appreciate the collaborative relationship we share with CFP, and we are committed to propelling the financial planning profession forward! Our discussion reaffirms our dedication to excellence and the advancement of our industry. Together, we are shaping the future of financial planning, driven by integrity, expertise, and a shared vision for serving our clients with the highest standards. Thank you, CFP Board, for your continued partnership and for the insights shared during our meeting. #NAPFA #CFP #FinancialPlanning Pictured left to right: Kathryn Dattomo, CEO, NAPFA Matthew B. Boersen, CFP®, CFA, Chair, CFP Daphne Jordan, CFP®, Chair, NAPFA Kevin R. Keller, CAE, CEO, CFP
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MDRT Academy

2,358 followers
3mo
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Success doesn’t come in an instant. It’s the result of hard work, strategic thinking and personal accountability. Check out what MDRT member Ian Green, Dip PFS, has to say about pushing yourself to be the best you can be. Watch the full video in the Academy 👉 https://bit.ly/3FrRO5T Apply to be a 2024 Academy member 👉 mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

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Brand Financial Training

1,273 followers
8mo
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Did you know the Financial Assistance Scheme (FAS) has different rules than the PPF? Understand the nuances and limits as you prepare for the CII AF7 and R04 exams. Explore now: https://lnkd.in/e23Gv-ax #CIIexam
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Orange County Employees Retirement System

1,043 followers
1mo
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The latest OCERS Annual Comprehensive Financial Report is now available! This comprehensive report includes valuable details regarding OCERS' investments, financial statements, funding, and membership status. Scan the QR code or visit https://bit.ly/3MwIzoy to view. #TeamOCERS #RetireWithOCERS #ACFR2023
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PeopleJoy

940 followers
3w
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Discover the top 5 FAFSA updates for 2024 and how these changes, combined with helpful financial planning tools, make the process smoother than ever. Simplified forms, mobile access, and expanded aid eligibility ease college cost planning. #CollegeAid #FAFSA #FinancialPlanning
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MANIT ARORA

Consultant - IT Advisory at Nangia & Co. LLP
4mo
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Excited to announce that I've passed the NISM Series V A exam! This qualification expands my knowledge of financial advisory services and allows me to better serve my clients. #NISMVA #FinancialPlanning
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Texas Economic Development

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1w
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UPDATE: We are excited to share that the newest list of approved financial institutions participating in the Texas Small Business Credit Initiative (TSBCI) Program is available online! AND it's now easier to apply with a new, simplified application process for financial institutions. More here: tsbci.gov.texas.gov #smallbusiness
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