Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

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

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 ...

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 industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.

Indiana failed to execute down the stretch as turnovers, missed free throws and defensive breakdowns doomed it in a critical ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...

Abiel Acosta launches new firm Prospera Succession Partners with three other long-time financial planners OXNARD, California – Abiel Acosta, the founder and president of Acosta Wealth Management, has ...