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.

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 ...