How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

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

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

After being interested in becoming a financial advisor for quite a while, she joined Thierman Financial in 2015 and brings a ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...

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

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 ...

CFP Board reports that major financial firms are responsible for the largest increases in new CFP® professionals in 2024. CFP ...