If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

The March testing window drew more than 4,000 candidates, with women and racially and ethnically diverse test-takers also ...

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 ...

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 ...

Even wealthy retirees can lose it all—A CFP explains three mistakes that could cause million‑dollar nest eggs to quietly disappear faster than most expect.

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 ...

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Prime Capital Financial announces the addition of Shane Miller, CFP®, CRPS®, CEPA®, as partner and managing director, to the firm’s Fort Worth, Texas, office. Miller brings more than a decade of ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

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