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 ...
Here’s what to think about when you’re searching for a financial advisor to work with and some tips for choosing the right ...
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...