The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ...

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

After being interested in becoming a financial advisor for quite a while, she joined Thierman Financial in 2015 and brings a ...

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...

CFP Board reports that major financial firms are responsible for the largest increases in new CFP® professionals in 2024. CFP ...

These are people with postgraduate qualifications who are trained to look at a client’s financial needs holistically and ...

Ask an Advisor: 'I Want Truly Independent Advice.' How Can I Find a CFP Who's Not Associated With a Brokerage? How can I find a certified financial planner (CFP) who is not associated with a ...