In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising ...

For those in their 50s, when looking ahead at retirement, Joe F. Schmitz Jr. said that planning is key to "ensure retirement ...

While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, ...

The organization that administers the coveted Certified Financial Planner credential is firing back at criticism from the ...

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students ...

Education Requirement: To pursue CFP® certification, you’ll need a bachelor’s degree from an accredited college or university and a CFP Board-Registered Program completion. Professional Experience: To ...

If so, becoming a Certified Financial Planner™ (CFP®) could be the perfect career for you. Together, we’re going to walk through the entire process of becoming a Certified Financial Planner ...

The Certified Financial Planner Board of Standards' "continually expanding role as a de facto private regulator" for CFPs ...

Find the essential 'Questions to Ask a Retirement Planner' to ensure your future is secure. Get tips on investments, savings, and planning for a stress-free retirement.

Estate planning is essential for families who want to secure financial stability and build generational wealth.

Jacobson Wealth Management announced that Rich Jacobson, CFP, has been recognized as one of the 80 "Best Financial Planners" ...