If you're looking at a career in finance, the choice between being a certified financial planner and a chartered financial analyst may seem confusing. We asked a few professionals in the space to ...

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.

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg.

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

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

Financial advisors help people manage their money through investing, retirement planning, estate planning, having children, and more depending on the advisor's qualifications, experience, and ...

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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.

Ask an Advisor: 'I Want Truly Independent Advice.' How Can I Find a CFP Who's Not Associated With a Brokerage? How can I find a certified financial planner (CFP) who is not associated with a ...

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 ...

TORONTO, Jan. 9, 2025 /CNW/ - Today, FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial Planner ® exam. Of the 399 ...