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 ...

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep schedule, or maybe it’s to eat healthier. But for a majority of ...

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 ...

Pioneer Valley Financial Group (PV Financial) announced that Meghan Monaghan has successfully passed her Series 66 financial exam, officially earning her the title of financial advisor. Monaghan began ...

In addition, the flexibility of financial planning makes this one career path that provides plenty of job satisfaction. In fact, 89% of CFP® professionals are satisfied with their decision to pursue ...

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

CFP Board today reported a milestone year in 2024, with record numbers of new CFP® certificants and exam candidates. As of December 31, 2024, the number of CFP® professionals reached an all-time high ...

He holds CMT Level II Investment Analyst and CRPC certification ... The Financial Industry Regulatory Authority (FINRA) accepts successful completion of the first two levels of the examination ...

TORONTO, Jan. 9, 2025 /CNW/ - Today, FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial Planner ® exam. Of the 399 ...