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 ...

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

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 ...

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 ...

Looking for help managing your money? It may be time to hire a financial advisor. Figuring out how to choose a financial ...

Renen Sahr was promoted to president of RVR Wealth at the RVR Bank Board of Directors annual meeting on Jan. 15.

Donna Rae Pearson, of Topeka, has accepted the position of executive director of the Nicodemus Historical Society and Museum ...

The many technical skills and professional requirements get most of the attention. But experts say a transition also requires ...

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, Inc. (CFP Board), a nonprofit organization with ...