CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
Hosted on MSN1mon
CFP Board’s Proposed Changes Will Make It Tougher—and Easier—to Get and Keep a CFP. Here’s How.
The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation ... aspiring CFPs and practitioners who ...
Santa Rosa Press Democrat1d
Time over timing: Why patience pays off in the long run
Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.
Kiplinger1y
Financial Adviser Designations Are Not All the Same
In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner ... Officer, Certified Financial Planner Board of ...
U.S. News & World Report4y
What You Need to Know About Independent Financial Advisors
She recommends looking for an advisor who has the certified financial planner (CFP) or chartered financial consultant (ChFC) designation. These show the advisor has "gone above and beyond basic ...
BRProud11d
MONEY TALKS: Taxpayer Bill of Rights
Certified financial planner, Chad Olivier, discusses the ten key rights every tax payer should know. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s accumulated ...
Pacbiztimes.com5d
Prospera Succession Partners
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 ...