The rules and requirements for how to become a financial advisor can be murky, but that shouldn’t deter you from pursuing ...

A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth year ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

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Financial advisors can earn several professional designations and certificates, and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP.

The College for Financial Planning has introduced a Spanish-language edition of its Financial Paraplanner Qualified Professional designation program, aiming to enhance services for Hispanic investors.

The financial advice industry has 212 reasons to be confused. That’s the bewildering number of professional designations advisors use to indicate their expertise in every money issue under the sun, ...

Not only can the field of finance feel obtuse, the wide variety of people who can help you with your money — and the alphabet soup that their titles contain — can seem headache-inducing. According to ...

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The certified financial planner, or CFP, designation is often considered the standard of excellence for financial planners. It's a mark of an advisor's commitment to providing the best holistic advice ...