“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...

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 ...

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

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 ...

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

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

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

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 ...

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

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