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 ...

If you’re drawn to working with clients on their full financial picture—budgeting, investing, retirement, and more—CFP® is likely the better fit. The CFA is laser-focused on investment ...

A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new ...

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 ...