The Earth Institute Columbia University14h
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
InvestmentNews4d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Edward Jones, Merrill, Schwab Among Firms Adding Most New CFPs
Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.
Financial Advisor5d
Big B-Ds Minting New CFP Planners At Record Pace, Report Says
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 ...
Leading Financial Firms Champion Growth of CFP® Professionals
CFP Board reports that major financial firms are responsible for the largest increases in new CFP® professionals in 2024. CFP ...
Moneyweb6d
SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
There Is an Alphabet Soup of Certifications for Advisors. Here Are the Ones That Count.
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...