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

Abiel Acosta launches new firm Prospera Succession Partners with three other long-time financial planners OXNARD, California – Abiel Acosta, the founder and president of Acosta Wealth Management, has ...

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

Marius is a CFP ® professional. Certified Financial Planner ® certification is the only globally recognized mark of professionalism for financial planning. I entered the financial services ...

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 ...

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

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards ... today announced that it has imposed an ...

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

Ready to take control of your finances? Compare top financial advisors with SmartAsset and Money Pickle to find the right fit for your needs! Benzinga has compiled a list of the top financial ...

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should break in 2025. Emphasizing “mindfulness,” the money guru says it ...

Most wealthy people have ways of making their money last. And, after years of advising high net worth people, financial planner Patrick Rush says many of his clients have a few traits in common.