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 ...

The requirements for qualification to use the Certified Financial Planner designation could change after a review by a newly appointed Competency Standards Commission, the CFP Board of Standards ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

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, ...

Financial Advisor Brian Fedje of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings ...

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 ...

The Certified Financial Planner Board of Standards has released a guide to advising on cryptocurrency-related assets that covers topics such as fiduciary duty, satisfying the duty of competence, ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

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, ...