The Earth Institute Columbia University6h
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
InvestmentNews4d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
InvestmentNews12d
CFP Board hails banner 2024 with more than 103,000 certificants
The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...
Business Wire11d
CFP Board Promotes Public Trust With 17 Actions
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...
Financial Advisor5d
Big B-Ds Minting New CFP Planners At Record Pace, Report Says
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 ...
Business Wire11d
CFP Board Imposes Interim Suspension on Kevin E. Davis of Sunnyvale, Texas
WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...