Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

These are people with postgraduate qualifications who are trained to look at a client’s financial needs holistically and ...

Here’s what to think about when you’re searching for a financial advisor to work with and some tips for choosing the right ...

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

Pioneer Valley Financial Group (PV Financial) announced that Meghan Monaghan has successfully passed her Series 66 financial exam, officially earning her the title of financial advisor. Monaghan began ...

In addition, the flexibility of financial planning makes this one career path that provides plenty of job satisfaction. In fact, 89% of CFP® professionals are satisfied with their decision to pursue ...

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 ...

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 ...

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 candidates who ...