So, you are ready to consult a certified financial expert who can help you manage and grow your money to achieve your financial goals. But you have noticed that people in the field have ...

Discover top financial designations, their requirements, and how they can boost your career in financial services. Get ...

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Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency standards. The board, which oversees the Certified Financial Planning ...

Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when certificants ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

A majority of CFP professionals feel having the CFP designation increases the trust and confidence levels for clients, according to a survey by the CFP Board of Standards Inc. and Aite Group released ...

Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...

To earn the CFP® designation, candidates must complete a rigorous training program approved by the CFP® Board. They must all hold at least a bachelor’s degree and pass the comprehensive CFP® exam.