"It's a privilege to welcome Nicole and Chad to our Board of Directors," said CFP Board Chair-Elect Terri Kallsen, CFP ®. "They bring rich experience in the financial services ecosystem and a devotion ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Are you looking for flexibility and independence in your career, without sacrificing your earning potential? If so, then these three career fields are worth looking into: Real Estate As a real estate ...

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

Mike Switzer interviews Karlyn Jones, a certified financial planner with Abacus Planning Group in Columbia, SC.

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 ...

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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, ...

Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and ...