Thinking about the CFP®? Discover how financial advisors earn it, what the process is, and why it’s the gold standard in ...

The Financial Planning Association has joined a new coalition that is working to pass legislation that would expand the list of educational expenses that can be paid for with 529 plan assets, ...

Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER ® certification. The exam covers the following areas: Professional Conduct and Regulations, General Principles of ...

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The fiscal malaise of state governments is helping expand financial advisor education programs, according to a CFP Board official. Elected officials and higher education administrators have put ...

Looking for a top CFP® prep course? This Kaplan CFP® course review breaks down features, packages, and why it stands out.

Serving with Purpose curriculum offers flexible formats and applied learning to help advisors support clients facing ...

When working with a financial advisor, their certification can help you quickly determine what kind of advisor they are. Although there is usually some overlap between what a CPWA and a CFP can do, ...

Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...