If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

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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 announcement, ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

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Investment advisers and broker dealers who are applying to become certified financial planners or renew their certification now will have to turn over information related to customer complaints. The ...

Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when certificants ...

The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date. The CFP Board reported a record number of new Certified Financial Planner ...

The CFP Board announced Tuesday it was raising the annual cost of new CFP certification and renewal by $120 to $575 to help promote the license amid a “crowded field of designations.” CFPs who spoke ...

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 ...

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