The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

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 ...

MUMBAI: The Financial Planning Standards Board of India (FPSB India), the Indian subsidiary of FPSB. and the global ...

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

Budgeting remains a top priority for Americans in 2025, with 42% focusing on debt reduction, 21% saving for major purchases, ...

We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...

Yonhee Choi Gordon, CFP®, former Chief Operating Officer and ... owner of the firm and a member of its Executive Committee and Board of Directors. She is a CERTIFIED FINANCIAL PLANNER® professional ...

I’m 54 years old and can retire in 2 years with a pension of $6,000 a month (net). I have $800,000 in my 401(k) and 457 plan, and I have a mortgage of $90,000 at 5.25%. I’m planning to move to Florida ...

Discover how financial advisers can empower women in South Africa by addressing financial inequalities and building trust.

So we also asked six certified financial ... point,” says Lei Deng, a CFP with Savor Financial in Missouri. “If [you’re] working with a financial planner, [you] can get help clarifying ...

Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...