InvestmentNews9d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Financial Advisor11d
Big B-Ds Minting New CFP Planners At Record Pace, Report Says
the CFP Board said. “As the standard in financial planning, CFP certification represents knowledge, competence and a commitment to ethical practices,” CFP Board CEO Kevin Keller said in a statement.
Think Advisor2d
12 States With the Fastest-Growing CFP Populations
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
Business Journal Daily2d
Morgan Stanley’s O’Bryant Earns CFP Certification
Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial consultant and chartered retirement planning counselor, has been awarded the CFP ...
Yahoo Finance6d
Certified Financial Planner Ryan Zabrowski Releases Groundbreaking Investment Guide for Long-Term Prosperity and Positive Impact
ST. LOUIS, Jan. 27, 2025 /PRNewswire/ -- Renowned investment advisor and portfolio manager, Ryan Zabrowski, announces the release of Time Ahead—Investor's Guide to Prosperity and Impact ...
Moneyweb11d
SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...