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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New data show LPL, Edward Jones, and other national players leading amid a surge in credential holders, with more women and ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity ...

The Certified Financial Planner Board of Standards, which announced earlier this year that it added a record number of certificate holders in 2023, says a good portion of them have landed at some of ...

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 ...

Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...