Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

Whereas financial advisors tend to focus more on traditional topics like retirement, taxes, and investments, financial ...

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 ...

RG146 certification serves as a benchmark for assessing the professional competence of financial services professionals. The accreditation covers various knowledge areas, including financial planning, ...

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.

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 ...

In five short steps, we'll give you ideas on building and managing your retirement money. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

This achievement reflects the growing recognition of the CFP® certification as the benchmark for professional financial ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...