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…...
A Chartered Financial Analyst® (CFA®) charterholder is a financial professional certified by the CFA Institute, a global nonprofit organization recognized for setting high standards in investment analysis and portfolio management. The CFA® designation is widely regarded as one of the most respected credentials in the finance industry, earned through rigorous exams, professional experience, and adherence…
A CERTIFIED FINANCIAL PLANNER® (CFP®) is a professional designation awarded to individuals who have met rigorous education, examination, experience, and ethical standards in financial planning. CFP® professionals are equipped to provide comprehensive financial advice, encompassing areas such as investments, retirement, taxes, and estate planning. Their commitment to acting as fiduciaries ensures they prioritize their clients’…
The Kinder Institute of Life Planning is a globally recognized organization dedicated to transforming financial advisory services through a client-centered approach known as life planning. Founded by George Kinder, the institute trains financial professionals to integrate clients’ personal aspirations into their financial strategies, ensuring their wealth supports a fulfilling and meaningful life. The Mission of…
The Master Planner Advanced Studies™ (MPAS®) designation signifies a financial professional’s advanced expertise in personal financial planning. Awarded by the College for Financial Planning®—a Kaplan Company, this credential requires the completion of a Master of Science degree with a major in personal financial planning, encompassing 30 semester credits. The curriculum delves into comprehensive financial planning…
A Chartered Alternative Investment Analyst (CAIA) is a professional designation for individuals specializing in alternative investments, including hedge funds, private equity, real assets, commodities, and structured products. Established in 2002 by the CAIA Association, this globally recognized credential signifies a deep understanding of non-traditional asset classes, setting designees apart in the financial industry. Understanding the…
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