When Abby Morton wanted to switch from a career in corporate finance to one in personal finance, she decided to get her certified financial planner designation. She went to Utah Valley University ...
A certified financial planner (CFP) acts as your personal financial coach, and they have serious credentials to back up their expertise. To become a CFP, a person has to complete a course of study ...
The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation, and it wants to hear from the public.
For instance, I wanted to become a CFP, which requires CFP Board-approved coursework and a bachelor's degree. Professional licenses are required for some financial advisors. If you want to sell ...