CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

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

Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when ...

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

Founded in 2000 and based in Newton, Massachusetts, Boston Institute of Finance is recognized for its CERTIFIED FINANCIAL PLANNER® Education and Exam Review programs, which assist candidates ...