For example, to be a certified financial planner (CFP), you have to follow the CFP Board's Code of Ethics and Standards of Conduct, which includes acting as a fiduciary. The CFP's fiduciary ...

Here are four red flags to look for when choosing a financial professional, plus one green flag that an advisor could be a ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

KIPP DC College Preparatory implements new financial literacy standards, teaching students financial literacy and work-based ...

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 ...

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

The Securities Industry and Financial Markets Association outlines frustrations around rules that overlap with SEC and Finra ...

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

and professional benchmarks required by the Certified Financial Planner™ Board of Standards (CFP Board). Certified Financial Planners™ specialize in personal financial planning, helping ...

The test effectively ensures that the adviser is well-versed in financial market regulatory laws and regulations, allowing the advisor to provide customers with educated advice. A certified ...

5 Subtly Genius Moves All Wealthy People Make With Their Money GOBankingRates spoke with two financial planners, Curt Scott and Sean Williams, about the biggest budgeting mistakes they’ve seen ...