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 this certification ...

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, ...

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 ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

A Morgan Stanley and MissionSquare veteran who joined CFP Board last year, Berkenpas becomes the first CFP professional to ...

The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date. The CFP Board reported a record number of new Certified Financial Planner ...

Managing your finances, figuring out how to pay your taxes, and planning for the future can be confusing and sometimes frustrating. Luckily, there are a variety of financial professionals you can ...

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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 ...