CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

This acronym indicates you’re looking at a certified financial planner, a highly credentialed financial advisor that can help you create a plan for your whole financial life. Access to thousands ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

Further, offering comprehensive financial planning in the workplace, particularly through Certified Financial Planners (CFP®s), can add even more value. CFP®s provide personalized guidance ...

A plan can be created independently or with the help of a certified financial planner. A financial plan should be comprehensive and highly customized. It should reflect an individual’s personal ...

The CFP Board is creating a new entity to advance financial planning as a career; separately, Broadridge’s Fi360 is funding 100 investing certifications for women and people of color. The Certified ...

Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only ...