The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...
One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
Question: “I’m not happy with my current financial planning team. My situation is a bit complex because my husband is disabled and I’m retiring this year. How do I end my cu ...
The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...
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 ...
A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
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