David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
The Certified Money Coach (CMC)® designation, conferred by The Money Coaching Institute, signifies expertise in guiding individuals to transform their relationship with money. Combining psychological principles, spiritual insights, and practical financial guidance, CMC® professionals help clients uncover and shift unconscious money patterns that may hinder financial well-being. This holistic approach addresses both the emotional and…
The Certified Financial Education Instructor℠ (CFEI®) designation, awarded by the National Financial Educators Council (NFEC), equips professionals with the skills and credibility to effectively teach personal finance. CFEI® holders are trained to deliver engaging, research-based financial education across diverse settings, from classrooms to community workshops. This credential is ideal for educators, financial professionals, and community…
The Certified Estate and Trust Specialist™ (CES™) designation is awarded by the Institute of Business & Finance (IBF) to financial professionals who demonstrate expertise in estate planning and trust management. CES™ designees are equipped to guide clients through complex matters such as wills, trusts, probate, tax strategies, and asset protection, ensuring that wealth is preserved…
A Certified Estate Planner™ (CEP®) is a financial professional specializing in guiding clients through the complex process of estate planning, ensuring assets are distributed according to their wishes while minimizing tax liabilities. The CEP® designation indicates that an advisor has in-depth knowledge of wills, trusts, probate, charitable giving, and other estate strategies. By working with…
The Certificate in Family Business Advising (CFBA) is a globally recognized credential awarded by the Family Firm Institute (FFI) through its Global Education Network (GEN). This designation signifies that a professional has specialized expertise in advising family-owned enterprises, addressing the unique challenges these businesses face. CFBA holders are equipped to guide families through governance structures,…
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