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

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

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

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...

“I am so proud of our colleagues at Edward Jones for earning their Certified Financial Planner designation in such record numbers," Penny Pennington, managing partner at Edward Jones, said in a ...

“As the standard in financial planning, CFP ® certification represents knowledge, competence and a commitment to ethical practices,” said CFP Board CEO Kevin R. Keller, CAE. “For consumers, it signals ...