jdpower15d
With Financial Health Stuck in Neutral, Customers Turn to New Strategies
A new year has arrived, but the same financial malaise persists. Inflation ticked up in December 2024 and the Consumer Price Index saw a 2.9% year-over-year increase, which is keeping bank customers ...
Nasdaq16d
Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when ...
CNBC17d
Feeling anxious about your finances? Here's what you can do to calm your nerves
But financial anxiety is more than just worrying about how much money we have in the bank. Anxiety over our finances can show up in all sorts of ways, and in some cases, it can lead to health ...
ecommercefastlane22d
Understanding The Significance Of RG146 Certification In The Financial Services Industry
RG146 certification serves as a benchmark for assessing the professional competence of financial services professionals. The accreditation covers various knowledge areas, including financial planning, ...
The Financial Express24d
Why should cement, flour be halal-certified? SG Tushar Mehta raises concern in Supreme Court
Tata alleges firm misleading customers Thane man catches two-year-old falling from 13th floor balcony, netizens call him ‘real-life hero’ as video goes viral However, the certification comes ...
Barron's24d
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...
MarketWatch24d
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial resolution is to get on the same page with his wife about their joint ...
MarketWatch24d
10 financial advisers on their No. 1 piece of money advice for 2025
And if you’re looking for exactly what your money resolution should be, we chatted with certified financial planners, who shared their best money advice for 2025. “Focus on smart ...
University of Oklahoma25d
University of Oklahoma Gains National Certification for Financial Planning Education
NORMAN, OKLA. – The University of Oklahoma has been recognized by the Certified Financial Planner Board of Standards as a registered CFP Certification Education Program. This designation will enable ...
Investopedia29d
Portfolio Management vs. Financial Planning: What's the Difference?
Both financial planners and portfolio managers may have the same professional designations. These may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered ...
IFA Magazine1mon
How new financial planners can future proof their roles
The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’ expectations change in response to new technologies and ways of working. Today, new entrants to ...