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CFP Board Marks Milestone Year, Topping 100K Certificants and Boosting Consumer Trust and Awareness
CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...
Now is an ideal time to do a financial reset, advisor says. Here's why
Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your ...
Two of My Kids Just Received Life-Changing Money. It Might Do More Harm Than Good.
We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...
8 financial advisers on what to do with your money before the inauguration
President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...
‘Take your retirement on a test drive’ and other financial New Year’s resolutions retirees should consider, according to financial planners
Learn more If you’re retired, or looking to be soon, it can be helpful to use the start of the new year to take a look at your finances — and to set new money goals if needed, alongside a plan to ...
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FP Canada names top performers of latest CFP exam
FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...