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How Can I Find a Truly Independent CFP Not Tied to a Brokerage?
How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...
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 ...
Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...
A new study by the CFP Board suggests that compared to their non-certified counterparts, financial planners who've earned the CFP mark tend to be more successful and satisfied on several counts. The ...
The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Continuing ...
Certified financial planners will soon get a warning from the organization that grants their credentials to beware of declaring bankruptcy. Over the last year, the Certified Financial Planner Board of ...
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 ...
The CFP Board of Standards said it will work this year to increase the number of female certified planners, while citing figures that show women are making the financial decisions in a majority of ...
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 ...
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