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 ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

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 ...

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

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 ...

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

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

Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...

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

The CFP Board, the credential-granting body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its ...