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The alphabet soup of financial credentials may cause some confusion as to how a certified financial planner is different than a certified public accountant and what each service provides. Here’s a ...

Advent Partners has merged with Northeastern Star Asset Management, expanding its financial planning services and ...

CFA, CFP and CPA are only three of the most common certifications financial advisors add to their titles—there are others. Trouble is, not all of these certifications are created equal. Some are more ...

Cetera welcomes longtime Commonwealth financial advisor Shawna Vanaken, CFP®, CPA, EA, who has joined Cetera's community of ...

CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, CFP®, CPA, CFA®.The Board of Directors is the policymaking and oversight body ...

To rank the on-campus, full-time, four-year programs of study for financial planning, we surveyed 109 of the 130 colleges and universities registered by the CFP Board. To be included, a program had to ...

Are you ready for retirement? In this episode of Your Money, Your Wealth, Joe Anderson, CFP and Big Al Clopine, CPA test your ...

CFP® vs CPA General Requirements CFP® Certification Requirements The CFP® Board oversees the CFP® certification, a prestigious credential in the financial planning sector. Personal finance experts are ...