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 ...

In short, a financial planner is an individual who advises clients on their personal finances. The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning.

When Abby Morton wanted to switch from a career in corporate finance to one in personal finance, she decided to get her certified financial planner designation. She went to Utah Valley University ...

The alphabet soup of financial credentials may cause some confusion as to how a certified financial planner is different than a certified public accountant and what each service provides.

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards ... of a CFP® professional’s certification and trademark license during the pendency of CFP Board enforcement ...