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"Whether you log miles for client visits, deliveries or business errands, the standard mileage rate can add up to significant deductions," Sean Lovison, a certified financial planner, CPA and the ...

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial Planning Institute (FPI) announced in a statement on Thursday.