Learn how to earn 180 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
April 23, 2024
Financial Planning and Career Advice
Financial Planning and Career Advice
How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.
April 9, 2024
If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a degree and completing financial planning coursework, you need to log a significant number of hours of financial planning experience. However, it can be challenging to
March 19, 2024
How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.
March 5, 2024
Sometimes, the hardest part of being a financial planner isn’t researching an investment opportunity or figuring out how to help a client with a complicated financial situation. Sometimes the challenge lies in the clients themselves. Every client is unique, of course. But there are certain types of financial planning clients
February 20, 2024
People seem to love giving others unsolicited financial advice. And that means you’ll probably have to deal with financial planning clients who come to you with ideas based on what they heard from someone else. Whether clients get advice from a parent, friend, or financial personality, it can be a
February 5, 2024
When you picture the next months, years, or decades in your financial planning career, what do you think about? Are you running your own firm? Or are you working your way up the ladder at a big, established company? Both are equally viable financial planning career paths, but they each
January 23, 2024
Sometimes, your job as a financial planner involves conflict resolution. ou might have to figure out how to work with a client who disagrees with you or one who makes decisions that directly contradict your recommendations. But the arguments that can arise in financial planning don’t always involve you directly.
January 9, 2024
As a financial planner, you help your clients create a road map to meet their financial goals. But that can be challenging when your clients don’t know what their goals are. Some clients just aren’t sure how to create realistic financial objectives. And others may feel pressured to pursue “traditional”
December 19, 2023
