Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.
More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...
WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards ... today announced that it has imposed an ...
Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should break in 2025. Emphasizing “mindfulness,” the money guru says it ...
You want a checkbook to fly out of your pocket instead. At age 26, I earned my CERTIFIED FINANCIAL PLANNER™ certification. I also hold the IRS Enrolled Agent license, which allows for a unique ...
Hanna Horvath Hanna Horvath is a CERTIFIED FINANCIAL PLANNER™ and personal finance reporter based in New York City. Her work has appeared in Policygenius, NBC News, MSN, Inc Magazine and more.