Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you receive the best advice. Two of the most recognizable financial credentials are the CPA license and ...

For more information, see our expert panel. This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. A Certified Financial Planner (CFP ...

Financial advisors can earn several professional designations and certificates, and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP.

Financial professionals obtain a license after they pass the test deemed ... I personally hold the CFP® designation. Among the requirements to become a CFP®: a bachelor’s degree from an ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

This MBA program is specifically designed for financial planners with an active CFP ® license. With just eight courses you can earn your MBA degree and accelerate your career. Let us know you're ...

CFP Board today announced the appointment of Chia-Li Chien, Ph.D., CFP® as its Managing Director of Professional Practice. Chien will oversee CFP Board’s competency standards for certification ...

Nearly 9 in 10 CFP® professionals (88%) believe their clients’ financial objectives face substantial risks, with retirement income (57%) and legacy planning (53%) most vulnerable to upcoming ...