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The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

If you’re considering a career as a Certified Financial Planner® (CFP®), you’re in luck. Becoming a CFP® can lead to a stable and rewarding career with serious income potential. I’ll dig into CFP® ...

A roundtable of CERTIFIED FINANCIAL PLANNER® professionals celebrates National Financial Planning Month and discusses how ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

I fumbled the ball in a client meeting…or at least it felt that way. During the meeting, the client asked, “Why is there a difference between our portfolio performance and realized gains for the year?

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...