One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. Processing Content But before the Certified Financial Planner Board of ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

Tax filing services include federal and state tax returns, real estate investment properties, multi-state income, crypto, and foreign forms and schedules. Services are provided by licensed tax ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

In recognition of Black History Month, the CFP Board is spotlighting the strides and achievements of Black certified financial planner professionals, emphasizing its dedication to fostering diversity ...

To become a CFP®, start by earning a bachelor’s degree from an accredited university. Luckily, your major doesn’t have to be in finance. Degrees in business administration, economics, or ...