Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my ...

A financial planner shares that his wealthy clients all seem to have the same five team of experts supporting their personal and professional growth.

The author has over 10 years of experience as a certified public accountant and financial planner. Most of his wealthy clients have common habits, mindsets, and wealth-building strategies.

Certified Financial Planners who belong to the Long Island Chapter of the Financial Planning Association (FPA) will offer 15-minute free sessions as part of “ WTF: What The Financial!

Financial Advisor Brian Fedje of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial ...

Notably, CFP certification is the only globally recognized mark of professionalism for financial planning, setting the benchmark for expertise, ethics, and professionalism.

In this role, a certified financial planner (CFP) is likely what you want to look for, as this title requires someone to meet a very strict set of ethical and educational requirements.

That is mirrored by an increase in the number of Certified Financial Planners (CFPs ®) in 2024 by 6,500, bringing the total to 103,093 nationwide, according to a study published by client ...

Longview, TX February 21, 2025 — David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in financial planning, and has been ...

If you're looking at a career in finance, the choice between being a certified financial planner and a chartered financial analyst may seem confusing. We asked a few professionals in the space to ...

November 20, 2024 — 12:01 pm EST Written by Daria Uhlig for GOBankingRates -> ...