The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...
Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...
CFP professionals earn about 10% more than planners without the certification, and have greater career satisfaction, according to a CFP Board of Standards study. The compensation analysis found that ...
The Certified Financial Planner Board of Standards, which announced earlier this year that it added a record number of certificate holders in 2023, says a good portion of them have landed at some of ...
The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Continuing ...
Certified financial planners will soon get a warning from the organization that grants their credentials to beware of declaring bankruptcy. Over the last year, the Certified Financial Planner Board of ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning profession. To address female underrepresentation in ...
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