A certified financial planner (CFP) and a chartered financial analyst (CFA) are both respected credentials that professionals in the financial services industry can earn — but they have several ...

It also helps satisfy your CFP continuing education requirements. Chartered Financial Analyst (CFA): The CFA program is one of the highest distinctions in investment management. It's also one of ...

In general, the CFP curriculum is geared toward advisors who work directly with planning and investment-advisory clients, while the CFA tilts toward analysts working in a more corporate environment.

Holding both chartered financial analyst (CFA) and certified financial planner (CFP®) designations, she brings over a decade of experience to her role. Lei specializes in addressing the needs of ...

As a base point, qualified advisors may hold a CFP, CFA, ChFC and/or CIMA designation. Once your portfolio has surpassed $5 million, consider selecting a wealth advisor to help you coordinate ...

Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you receive the best advice. Two of the most recognizable financial credentials are the CPA license and ...

CFP®, CFA®, Chair of the Board of Directors of CFP Board. “Under his stewardship, CFP Board has achieved unprecedented growth and awareness while elevating the standards of the financial ...