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

FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial Planner® exam. Of the 399 candidates who wrote the exam, the following ...

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 ...

CFP Board announced that Liz Miller ... of Pennsylvania and her master's degree from Columbia University. She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the CFA® ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Edward Vance Investment Management ("Edward Vance"), an investment ...

Discover the educational path, necessary skills, certification requirements, benefits, and challenges of this career.

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

Prior, Mr. Dobbs founded and managed the CFP Board registered financial planning certificate programs at Southern Methodist University in Dallas and The University of Texas at Austin where he was ...

Biases cloud investment decisions, particularly during market highs. “In a bull market, investors fall prey to overconfidence ...

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 ...

Looking for a certified financial planner (CFP) professional is a fantastic starting point. Obtaining the CFP certification is a rigorous process that requires you to complete comprehensive ...