In 2023, Jain discovered certified financial planner (CFP) certification. The curriculum appealed to him. "I could get an in-depth understanding of how to do financial planning. I have completed ...

The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

There is no certification to become a financial advisor, but there is to become a certified financial planner. To get that you'll need to complete coursework on financial planning through a CFP ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

One way to do that is to hire a certified financial planner (CFP) — that is, one who meets the education, training and ethics standards established and enforced by the Certified Financial ...

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Amplified Planning (AP) was created by Hannah Moore, owner and principal of Guiding Wealth in Richardson, Texas. Students in the virtual training programs earn credits toward CFP Board certification.

Looking for a certified financial planner (CFP) professional is a fantastic starting point. Obtaining the CFP certification is a rigorous process that requires you to complete comprehensive ...

Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...