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 Certified Trust and Fiduciary Advisor (CTFA) is a professional designation conferred by the American Bankers Association (ABA) that signifies expertise in trust and fiduciary services, financial planning, tax law, investment management, and estate planning. This credential is designed for financial professionals who provide wealth management services, ensuring they possess the necessary knowledge and skills…
The Certificate in Blockchain and Digital Assets (CBDA) is a credential that signifies expertise in blockchain technology, cryptocurrencies, and digital assets. It is designed for financial professionals who want to help their clients understand and navigate the growing world of digital assets. Offered by the Digital Assets Council of Financial Professionals (DACFP) in collaboration with…
A Certified Student Loan Professional (CSLP®) is a financial advisor who has undergone specialized training to assist clients in navigating the complexities of student loan repayment. By integrating student loan strategies into broader financial planning, CSLP® designees help borrowers effectively manage debt while working toward their financial goals. Understanding the CSLP® Designation The CSLP® designation…
A Chartered Financial Consultant® (ChFC®) is a professional designation awarded by The American College of Financial Services, signifying advanced knowledge in financial planning. Professionals with a ChFC® designation are equipped to provide comprehensive financial advice on topics such as income tax strategies, retirement planning, risk management, estate planning, and investments. This credential demonstrates a commitment…
An Accredited Investment Fiduciary® (AIF®) is a professional designation awarded to individuals who have demonstrated a comprehensive understanding of fiduciary responsibility and are committed to upholding the highest standards of investment management. AIF® designees are legally obligated to act in the best interests of their clients, ensuring that investment decisions align with each client’s unique…
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