Does a Portfolio Manager Need a Special Certification? No, but they are required to be licensed to give financial advice and ...

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 ...

Navigating the financial landscape of higher education and certification programs can be daunting. Understanding the ...

Founders Sonya Dreizler and Liv Gagnon said they hope their firm's successes provide "a stepping stone" for others to keep working toward its mission.

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

She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the CFA® designation as well. Miller is the mother of grown twin daughters and resides with her husband in New York City.

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

FPSB India has launched the "Psychology in Practice" course to help financial planners understand the psychological aspects ...

Concerns have been raised about the potential impact on non-Muslim businesses and constitutional issues, with critics warning ...

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 ...