When planning for retirement, it often feels like you’re trying to solve a puzzle with missing pieces. The lead-up to this ...

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According to a recent survey conducted by the Certified Financial Planner (CFP) Board in October 2024, eliminating debt has emerged as a top financial goal for 2025, ringing in at No. 3, ...

“Prior to getting my CFP certification, saving more than 20% ... Now I’m saving at a rate that will get me to my goals and I’ve implemented automatic systems so I won’t have to rely ...

But this advisor nonetheless had become a CFP. "I said, 'Why did you do it? Why did you get certified?'" Keller said. "And he said, 'You know, I got tired of prospects asking me, are you a CFP?'" ...

“The continued global growth of CFP certification supports the rising demand for financial planners who commit to the delivery of competent and ethical financial planning advice.” The 2024 ...

Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years. 1 To find out why experienced financial advisors are ...

The board said it will unveil programs this year to increase the representation of women in the advisory industry.

Women still earn only about 84 cents for every dollar that a man makes. According to the Financial Health Network, women are ...

The Generative AI Ethics Guide provides a checklist to help safeguard confidentiality, verify the accuracy of AI-generated output and maintain compliance with privacy laws. It also highlights the need ...

Finance degree program. The internationally renowned CERTIFIED FINANCIAL PLANNER® (CFP®) Certification is granted by Knowledge Partner FPSB India. About the program This two-year, full-time M.Sc.