Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
The Earth Institute Columbia University1d
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
InvestmentNews5d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Moneyweb2d
SA needs more certified financial planners, says institute
South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.
Moneyweb6d
SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
Santa Rosa Press Democrat1d
Time over timing: Why patience pays off in the long run
Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.
MoneySense on MSN1d
CPP for non-residents of Canada: How to apply, report pension income and more
A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return to the country ...
wealthprofessional.ca2d
A young financial advisor charts his stellar path
Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...
Edward Jones, Merrill, Schwab Among Firms Adding Most New CFPs
Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.