There is no certification to become a financial advisor, but there is to become a certified financial planner. To get that you'll need to complete coursework on financial planning through a CFP ...

CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

Learn how to get out of debt in 2025 by following these four steps, starting with knowing what you owe and committing to a debt payoff strategy.

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

After being interested in becoming a financial advisor for quite a while, she joined Thierman Financial in 2015 and brings a strong understanding of bookkeeping, budgeting and how to build wealth. In ...

"Financial advisor" is more than just a title. It means you've committed to guiding people through their financial journey. You can help others with their money and future goals, guiding them to ...