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

Read the order: Case History 46776. An interim suspension is a suspension of a CFP® professional’s certification and ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

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

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 ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

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 ...

The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

This milestone was reached on 31 December last year. “This achievement reflects the growing recognition of the CFP® certification as the benchmark for professional financial planning and advice ...

has achieved the CERTIFIED FINANCIAL PLANNER (CFP®) certification. This certification is recognized as one of the highest standards of excellence in the financial planning industry. As a CFP ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...