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, ...

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We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

When working with a financial advisor, their certification can help you quickly determine what kind of advisor they are. Although there is usually some overlap between what a CPWA and a CFP can do, ...

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 ...

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How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

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The recently retired chief executive officer explains why doubling the number of CFPs was so important and why the ...

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