I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
CFA vs. CFP: Which one is right for you?
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
CFP vs. CFA: What’s the Difference?
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
Hosted on MSN7d
Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
Think Advisor5d
12 States With the Fastest-Growing CFP Populations
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
InvestmentNews12d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Financial Advisor14d
Big B-Ds Minting New CFP Planners At Record Pace, Report Says
“I am so proud of our colleagues at Edward Jones for earning their Certified Financial Planner designation in such record numbers," Penny Pennington, managing partner at Edward Jones, said in a ...
Yahoo Finance7d
Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
There are 10,511 people with an active certification here ... There are approximately 4,125 consumers for each CFP® in the Lone Star State. Colorado has the fewest consumers per CFP®.