FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Earning ...

FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial Planner® exam. Of the 399 candidates who wrote the exam, the following ...

FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Edward Vance Investment Management ("Edward Vance"), an investment ...

Discover the educational path, necessary skills, certification requirements, benefits, and challenges of this career.

FPSB India introduces a new online course, Psychology in Practice, aimed at enhancing financial planners skills in ...

Biases cloud investment decisions, particularly during market highs. “In a bull market, investors fall prey to overconfidence ...

a certified financial planner, financial psychologist and co-author of “Start Thinking Rich.” Why? Because it’s not your fault, exactly. You’re just not wired to save for the future.

In 2023, Jain discovered certified financial planner (CFP) certification. The curriculum appealed to him. "I could get an in-depth understanding of how to do financial planning. I have completed ...

Have complex financial needs: Estate planning, tax optimization across multiple accounts, or managing inherited assets require professional expertise. If you're a business owner or a truly high ...