The fiscal malaise of state governments is helping expand financial advisor education programs, according to a CFP Board official. Elected officials and higher education administrators have put ...

Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER ® certification. The exam covers the following areas: Professional Conduct and Regulations, General Principles of ...

Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...

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When working with a financial advisor, their certification can help you quickly determine what kind of advisor they are. Although there is usually some overlap between what a CPWA and a CFP can do, ...