Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...
The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...
Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...
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 organization, which is responsible for conferring the CFP certification and establishing professional standards, elects a new chair every year. Elizabeth Miller, current chair-elect, will serve as ...
Kevin Keller knew the CFP Board was getting its message across when he saw the popular New York Times columnist Tom Friedman start off one of his recent columns with a reference to one of its ad ...
Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...
The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...
A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...
CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...