CFP or CFA? CFPs, Croak says, look at the client’s whole financial picture, which includes budgeting, taxes, pensions, investments and more, and create a detailed plan for their finances.

A certified financial planner (CFP) and a chartered financial analyst (CFA) are both respected credentials that professionals ...

CFP Board and CFA Institute, which grant two of the most sought-after credentials in the wealth management space, have separately revealed the results of their most recent examinations.

Step 3: Pass the CFP® Exam. This is the big one. The thing everyone talks about. And yeah—it’s tough. To pass the CFP® exam, you’ll need a deep understanding of everything you studied.

Sam Huszczo, CFA®, CFP® Named InvestmentNews’ 2025 Investment Advisor of the Year. SGH Wealth Management is proud to announce that its Founder and Chief Investment Officer, Sam Huszczo, CFA ...

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 ...

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 ...