Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

Alive anchor Faith Jessie spoke with certified financial planner Alan Franks about tariffs: what they are, their history and ...

We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

Certified financial planner, Chad Olivier, discusses the ten key rights every tax payer should know. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s accumulated ...

These may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Financial planning is a broader field than portfolio management.

Maximize your HSA in 2025 to reap tax benefits, save on out-of-pocket health care costs, and even plan for retirement. Here's ...