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The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

If you’re considering a career as a Certified Financial Planner® (CFP®), you’re in luck. Becoming a CFP® can lead to a stable and rewarding career with serious income potential. I’ll dig into CFP® ...

To become a CFP®, start by earning a bachelor’s degree from an accredited university. Luckily, your major doesn’t have to be in finance. Degrees in business administration, economics, or ...

I fumbled the ball in a client meeting…or at least it felt that way. During the meeting, the client asked, “Why is there a difference between our portfolio performance and realized gains for the year?

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

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A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...