Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

Looking for help managing your money? It may be time to hire a financial advisor. Figuring out how to choose a financial ...

CFP Board reports that major financial firms are responsible for the largest increases in new CFP® professionals in 2024. CFP ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Financial Projections: Estimating costs for years—or even decades—to come. At Intercoastal Consulting & Life Care Planning, we understand the challenges families face when planning for the future. Our ...

The City of Davenport has announced that Basia Gerlach will be its new chief financial officer (CFO,) according to a news ...

Abiel Acosta launches new firm Prospera Succession Partners with three other long-time financial planners OXNARD, California – Abiel Acosta, the founder and president of Acosta Wealth Management, has ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

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