TORONTO, Jan. 9, 2025 /CNW/ - Today, FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial Planner ® exam. Of the 399 ...

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

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...

She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the CFA® designation as well. Miller is the mother of grown twin daughters and resides with her husband in New York City.

As a college student, you have the opportunity to explore many exciting career options. One avenue you may not have ...

Certified financial planner, Chad Olivier, discusses three keys risks that could impact the market in 2025. Welcome to Money ...

The CFP Board announced Tuesday that Liz Miller has started her role as chair of the board of directors, as of January 1. Miller, founder and president of Summit Place Financial Advisors LLC, will be ...

“CFP certification will add value to my profile and boost my existing practice. I will complete my CFA, too, but the eventual plan is to become a Sebi-registered investment advisor," he added.

FPSB India has launched the "Psychology in Practice" course to help financial planners understand the psychological aspects ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards ...

The No. 1 thing to understand in the new year is your cash flow, says Gloria García Cisneros, a CFP from LourdMurray. That encompasses “the ins and ...

Retirement is an exciting yet complex life transition. If you’re planning to retire within the next 12 months, proper ...