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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.
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 ...
InvestmentNews6d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
The Earth Institute Columbia University1d
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 ...
InvestmentNews13d
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 ...
Barron's8d
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
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 ...
Financial Advisor7d
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 ...
Business Wire12d
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® ...
Joplin Globe7d
Leading Financial Firms Champion Growth of CFP® Professionals
More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...