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 ...

Both financial planners and portfolio managers may have the same professional designations. These may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered ...

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

Discover the educational path, necessary skills, certification requirements, benefits, and challenges of this career.

WASHINGTON, January 17, 2025--(BUSINESS WIRE)--Certified Financial Planner ... imposed an interim suspension of the CFP Board financial planning certification and right to use the CFP Board ...

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

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board ... has imposed an interim suspension of the CFP Board financial planning certification and right to use the CFP Board certification ...

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