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 ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE.

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial ...

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

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

The No. 1 thing to understand in the new year is your cash flow, says Gloria García Cisneros, a CFP from LourdMurray. That ...

Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your ...

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Earning ...

FPSB India introduces a new online course, Psychology in Practice, aimed at enhancing financial planners skills in ...

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...