The Certified Financial Planner Board of Standards Inc. formed a group to evaluate the necessity of requiring a bachelor’s ...

CFP Board has formed the Academic Pathways & Standards Working Group (APSWG) to evaluate the bachelor's degree requirement for CFP(R) certification as part of its comprehensive approach to reviewing ...

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, ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

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 ...

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...