The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
There are more than 200 designations and certifications available to financial professionals, comprising an alphabet soup of distinctions that confuse consumers and fellow professionals alike.
The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
In addition to the MBA in Financial Planning and Master of Science in Financial Planning degrees, we offer a certificate-only program for candidates who wish to work towards the CFP® certification in ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Amy Soricelli has over 40 years working with job candidates and has honed the art of the ...
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 ...
When Abby Morton wanted to switch from a career in corporate finance to one in personal finance, she decided to get her certified financial planner designation. She went to Utah Valley University ...
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
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 ...
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...
More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...