Real Financial Professionals Blog
To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.
Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.
RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.
Transparent Financial Advisors
Free to consumers, realfinancialprofessionals.com is a listing of advisors enrolled in a continuing education about managing low-expense portfolios. Powered by transparency, RealFinaicalProfessionals gives consumers a benchmark of an advisor's commitment in the last calendar year to prudent low-expense portfolio management. About 1600 advisors pay $60 a year to subscribe to our continuing education for CFP, CPA, CPA/PFS, and CIMA professionals. These designations are not easy to earn and maintain. Advisors must attend at least four one-hour classes supporting low-expense strategic asset allocation to qualify for a badge. Badges are updated every calendar year. The curriculum covers what advisors must know to
practice for as little as 10 basis points.Advisors earn their fees by giving consumers specialized investment advice and personal financial planning services. This fee structure assures consumers of a fully disclosed relationship with a professional.
