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 ...

If you’re considering a career as a Certified Financial Planner® (CFP®), you’re in luck. Becoming a CFP® can lead to a stable and rewarding career with serious income potential. I’ll dig into CFP® ...

The journey to becoming a financial advisor often begins with a bachelor's degree in a field such as finance, economics, ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

I fumbled the ball in a client meeting…or at least it felt that way. During the meeting, the client asked, “Why is there a difference between our portfolio performance and realized gains for the year?

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, ...

Step-by-step guide on how to become a Certified Financial Planner (CFP) in India and career opportunities explained.