Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
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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 ...
Is this marriage for love - or money? 'I always recommend a prenup.'
"It's hard to overcome a client's enamored passion," said Lili Vasileff, a certified financial planner in Greenwich, Conn. "Time might prove you right [that the marriage was a mistake], but by that ...
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CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Edward Jones, Merrill, Schwab Among Firms Adding Most New CFPs
Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.