Conferences are among the best ways to do that. Here is a list of the most anticipated conferences for financial advisors in ...

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

Aside from the list above, the best financial advisor ... Your financial advisor should have a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation, which shows ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

Discover what a certified check is, how it works, and when to use it. We'll explain the advantages and potential drawbacks of ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

NORMAN, OKLA. – The University of Oklahoma has been recognized by the Certified Financial Planner Board of Standards as a registered CFP Certification Education Program. This designation will enable ...