Coldstream’s Post

FPSB is pleased to report the number of CERTIFIED FINANCIAL PLANNER professionals worldwide grew by 5.1% over the previous year to a total of 223,770 as of 31 December 2023. "We’re pleased to see the number of CERTIFIED FINANCIAL PLANNER professionals continue to increase year-over-year to meet the rising demand for professional financial planning advice,” said FPSB CEO Dante De Gori, CFP. “As the global community of CFP professionals grows, more people around the world can access financial planners who have committed to high standards of competency, ethics and practice to build holistic financial plans as they face increased costs of living and complex financial decisions.” Read press release to learn more: https://lnkd.in/gUHCnre9 #CFP #financialplanning

The international network of CERTIFIED FINANCIAL PLANNER professionals has increased significantly over the last year, including in Canada. FP Canada is encouraged to see this growing global community of CFP professionals, which boasts the knowledge, skills, experience, and ethics to help people around the world achieve financial well-being. #CFP #FinancialPlanning

📣 A BIG CFP® Education and Exam Prep Announcement! 📣 On our newest BIF Bites episode I welcome fpPathfinder’s co-founder Michael Lecours, CFP® to chat about a NEW partnership between BIF and fpPathfinder! (See comments for the episode link ⛓️) This partnership will greatly benefit BIF's CFP students and provide systematic processes to bridge the gap between financial planning concepts and practice applications! LET’S GO!! Boston Institute of Finance (BIF) #cfp #cfppro #financialplanning #financialadvice #checklists #guides

Welcome, Lisa! Your excitement and drive toward a brighter future are contagious. We look forward to expanding programming to provide more value across the financial advice ecosystem for the benefit of the public, advisors and the financial planning profession. #financialplanning

Benefits of Financial Planning with a CFP Professional! 🌟 Did you know that people working with a Certified Financial Planner (CFP) professional report being better off? The FPSB® Value of Financial Planning IndexTM measures the impact of financial planning on clients' lives, showcasing the remarkable benefits of this crucial service. 🔝 Top 5 Benefits of Working with a Financial Planner as Reported by Clients: 1️⃣ Improved Financial Wellbeing and Peace of Mind 2️⃣ Better Financial Decision-Making Confidence 3️⃣ Help to Explain and Simplify Financial Matters 4️⃣ Saves Time and Effort in Organizing Finances 5️⃣ Feel More Satisfied With Their Wealth Take control of your financial future with a CFP professional and learn more about financial education in the new year! #FinancialPlanning #CFPProfessional #FinancialWellbeing #DreamsFulfilled #SmartDecisions Learn more at fpsb.org 🌐

Benefits of Financial Planning with a CFP Professional! 🌟 Did you know that people working with a Certified Financial Planner (CFP) professional report being better off? The FPSB® Value of Financial Planning IndexTM measures the impact of financial planning on clients' lives, showcasing the remarkable benefits of this crucial service. 🔝 Top 5 Benefits of Working with a Financial Planner as Reported by Clients: 1️⃣ Improved Financial Wellbeing and Peace of Mind 2️⃣ Better Financial Decision-Making Confidence 3️⃣ Help to Explain and Simplify Financial Matters 4️⃣ Saves Time and Effort in Organizing Finances 5️⃣ Feel More Satisfied With Their Wealth Take control of your financial future with a CFP professional and learn more about financial education in the new year! #FinancialPlanning #CFPProfessional #FinancialWellbeing #DreamsFulfilled #SmartDecisions Learn more at fpsb.org 🌐

Benefits of Financial Planning with a CFP Professional! 🌟 Did you know that people working with a Certified Financial Planner (CFP) professional report being better off? The FPSB® Value of Financial Planning IndexTM measures the impact of financial planning on clients' lives, showcasing the remarkable benefits of this crucial service. 🔝 Top 5 Benefits of Working with a Financial Planner as Reported by Clients: 1️⃣ Improved Financial Wellbeing and Peace of Mind 2️⃣ Better Financial Decision-Making Confidence 3️⃣ Help to Explain and Simplify Financial Matters 4️⃣ Saves Time and Effort in Organizing Finances 5️⃣ Feel More Satisfied With Their Wealth Take control of your financial future with a CFP professional and learn more about financial education in the new year! #FinancialPlanning #CFPProfessional #FinancialWellbeing #DreamsFulfilled #SmartDecisions Learn more at fpsb.org 🌐

FPSB released global consumer research that examines the value of financial planning and of working with a CERTIFIED FINANCIAL PLANNER professional. “The findings in this global study illuminate a compelling reality; the immense value that CFP professionals bring in supporting clients’ financial needs amid times of uncertainty, reinforcing the reputation of CFP certification as the global symbol of excellence in financial planning,” said FPSB CEO Dante De Gori, CFP. Read global report: https://lnkd.in/gfe5SNMQ #CFP #financialplanning

Excited to share that I'm taking steps towards becoming a Certified Financial Planner (CFP®)! I’m currently taking courses to prepare for the exam. Looking forward to expanding my knowledge and helping clients achieve their financial goals. 🧠 💵 📚 #CFPexam #FinancialPlanning

Fourth Line would like to kick off August by announcing another AFSL joining the Fourth Line Community - Clarity Financial Planning. We welcome to thank Sean Atkins, Michael Gault, and the Clarity FP team for choosing Fourth Line as their quality advice partner. ** Why use Fourth Line? ** One word "prevet". Because Sean and Michael understand the power of prevet - it helps Responsible Managers and Licensee principals sleep at night and offers the ability to mitigate breach reporting issues before they occur. ** How did the Clarity FP choose Fourth Line? ** Clarity FP was introduced to Fourth Line by Adam McGuren and we'd like to acknowledge all the wonderful work he and the team do at The Principals' Community with self-licensed practices. If you are self-licensed, or thinking about becoming self-licensed, I recommend you reach out to Adam for an initial chat to explore how TPC can help you. ** Would you like to know more about Fourth Line? ** If you are an AFSL or Advice Practice looking to get ahead of advice issues, please contact us at Fourth Line and join our 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗼𝗳 𝟴𝟬+ 𝗗𝗲𝗮𝗹𝗲𝗿 𝗚𝗿𝗼𝘂𝗽𝘀, 𝗦𝗲𝗹𝗳-𝗹𝗶𝗰𝗲𝗻𝗰𝗲𝗱 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲𝘀, 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁𝘀 𝗮𝗻𝗱 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗔𝗱𝘃𝗶𝗰𝗲 𝗣𝗮𝗰𝘁𝗶𝗰𝗲𝘀 𝘄𝗵𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗽𝗿𝗲𝘃𝗲𝘁𝘁𝗶𝗻𝗴 𝗮𝗱𝘃𝗶𝗰𝗲. Reach out for an obligation-free demo of how Fourth Line can complement your existing compliance framework, and avail of our complementary pilot program that includes a FREE assessment of 2 client files. Please feel free to contact Fourth Line's CEO Joel Ronchi on: 0408 056 679 or joel.ronchi@fourth-line.com.au David Travers Simon Quirk Dan Hunter Mark Bland Tony McDonald Paul Rogan (FAICD) Angus Elliott ----------------------------------- #regtech #financialadvice #advicecompliance #qualityadvicereview