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

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.

Marius is a CFP ® professional. Certified Financial Planner ® certification is the only globally recognized mark of professionalism for financial planning. I entered the financial services ...

More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...

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

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

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards ... today announced that it has imposed an ...

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should break in 2025. Emphasizing “mindfulness,” the money guru says it ...

Most wealthy people have ways of making their money last. And, after years of advising high net worth people, financial planner Patrick Rush says many of his clients have a few traits in common.

Matthew Argyle is a chartered financial analyst (CFA), certified financial planner (CFP), enrolled agent and a lead retirement planner for Encore Retirement Planning in Utah. His no. 1 spending ...

Jim Dobbs specializes in designing, developing, and managing financial training and certification programs. Mr. Dobbs served the Investments & Wealth Institute® as director of education where he ...

You want a checkbook to fly out of your pocket instead. At age 26, I earned my CERTIFIED FINANCIAL PLANNER™ certification. I also hold the IRS Enrolled Agent license, which allows for a unique ...