Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 107,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

The recently retired chief executive officer explains why doubling the number of CFPs was so important and why the ...

Tommy Thompson has earned the CFP® (certified financial planner) certificate and the ChFC® (chartered financial consultant) designation. In 2022, he earned the ChSNC® (chartered special needs ...

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 ...

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This day-long activity plan includes CFP Board's "Financial Planning Superhero Kickoff," a kid-friendly introduction to the ...