CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

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 ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...

The Certified Financial Planner Board of Standards has announced a record-breaking year in 2024, with the total number of certificants exceeding 100,000 for the first time. In a Thursday ...

“As the standard in financial planning, CFP ® certification represents knowledge, competence and a commitment to ethical practices,” said CFP Board CEO Kevin R. Keller, CAE. “For consumers, it signals ...

There are 10,511 people with an active certification here ... There are approximately 4,125 consumers for each CFP® in the Lone Star State. Colorado has the fewest consumers per CFP®.