The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners ...

India is emerging as the fastest-growing hub for Certified Financial Planner (CFP) professionals, with their numbers rising by 18 per cent in the country, according to a report on Friday. The report ...

The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners now holding the designation.

FP Alpha is a powerful tool for financial advisors, filling critical gaps in tax, estate, and insurance planning. It ...

Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of ...

Here are seven common traits tech executives have and themes they use to help them build and manage their investment ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

Certification is a globally recognised credential that signifies expertise in financial planning CFP Certification equips ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on ...

Entering the financial year of 2025-2026, different zodiac signs have favorable financial months. With Aries benefiting in ...