ChFCs may have more training in modern financial planning topics, such as behavioral finance, planning for same-sex couples and planning after a divorce, but CFPs have more stringent academic and ...

RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to ...

Two new offerings, aimed at newer advisors and their firms, extend the company's mission to bridge the RIA training gap.

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings ...

Earning the "certified retirement financial adviser" credential does involve financial training, but it's a self ... These include the CFP (certified financial planner), the PFS (personal ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. Doretha Clemons, Ph.D., MBA, PMP, has been a ...

Financial planning can feel like an overwhelming enterprise to undertake for your own finances. Do you hire someone and pay a fee or do you take advantage of free or low-cost tools, like ...

Your financial advisor can help you look into all these ... just these), each indicating a different specialty, skill set, or training: You can usually find a planner's credentials listed after ...

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The certified financial planner, or CFP, designation is often ... A CFP is a financial professional who has met the training and experience requirements of the CFP Board, passed the CFP ...