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Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...
A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...
Here’s what else you should know about financial advisors, including the advantages and disadvantages of using one and when ...
This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. A Certified Financial Planner (CFP) is a trade-industry designation for ...
The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.
CFP Board today announced the appointment of Kathryn Berkenpas, CFP® as its Managing Director of Corporate Growth. In this ...
The number of certified financial planners rose in every state last year, as the ranks of CFP holders climbed by more than 6,500 and topped 100,000 for the first time. However, the number of ...
Forty-six per cent of CFP candidates and 28% of QAFP candidates stated that provincial legislation requiring them to obtain an approved certification to use the "financial planner" title was a ...
According to a new survey from CFP Board, nearly 90 percent of financial professionals believe the changes could pose significant risks to clients’ long-term financial goals. Retirement income ...
This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. Financial consultants provide advice on a wide range of topics, like estate ...