Read on to learn everything you need to know about CFP® certification and exam requirements to see if this is the perfect career path for you. The CFP® certification shows that you’re a top ...

The journey to obtaining CFP® or CPA certifications demands both a significant commitment of time and financial resources, with each path having its own set of requirements and costs. For those ...

There are more than 200 designations and certifications available to financial professionals, comprising an alphabet soup of distinctions that confuse consumers and fellow professionals alike.

Along with other requirements, you’ll need to be able to check off two boxes concerning education to become a CFP.

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.

Earning your CFP means fulfilling the certification requirements for the “4 E’s” listed above. Education means earning a ...

This is why CFP Board invests heavily to maintain and modernize the ethical standards and competency requirements for CFP® certification. More than half of the designations listed on the FINRA ...

A CFP must adhere to a fiduciary standard ... is a professional accountant who has met specific licensing requirements. They must pass the Uniform Certified Public Accountant Examination and ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. Doretha Clemons, Ph.D., MBA, PMP, has been a ...