Those are just a few phrases you could use to describe the career of a Certified Financial Planner™—and it isn’t anecdotal. Those phrases are based on statistics and facts. But you already ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Learn how many times you can take the CFP® exam, tips for passing, common pitfalls, and more. Discover strategies for CFP® exam success and key deadlines.

Advisers in smaller firms can offer more customized services and focus on holistic aspects of financial planning. This includes tailoring a financial plan for you that encompasses saving and spending ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

The Certified Financial Planner Board of Standards' "continually expanding role as a de facto private regulator" for CFPs ...

In addition to his CFP® designation, Clark is also a Chartered Financial Consultant® (ChFC®), and he has passed the SIE, Series 7, Series 66, and Life & Health Insurance exams, reflecting his ...

Benefits of working with a financial planner Working with a financial planner can provide many different types of benefits such as: Types of financial planners A Certified Financial Planner (CFP ...

Discover what kind of work private bankers do, and learn more about how you can develop the experience and qualifications required to work in the field.