In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on ...

The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be ...

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Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s ...

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

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 ...

Agencies were told to identify potentially problematic programs by Feb. 10. The White House's Office of Management and Budget has instructed all federal agencies to cease spending on any financial ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

(However, there are some trainings and certification programs available for financial ... the role of a financial coach can be encapsulated by a financial advisor if the advisor is able to devote ...