CFP vs. CFA: What’s the Difference?

So, you are ready to consult a certified financial expert who can help you manage and grow your money to achieve your financial goals. But you have noticed that people in the field have ...
Morningstar

Research Finds CFP® Professional-Advised Americans Experience Greater Financial Preparedness, Confidence and Trust

Year Two of Decade-Plus-Long Study by Distinguished Researchers Reveals CFP® Professional Clients Enjoy More Advantages Than Other Advisor Clients and Unadvised Households The study will track, follow ...
InvestmentNews

CFP Board tightening CE, experience standards for planners

CFP Board is rolling out a suite of competency changes that will raise continuing education requirements, reshape qualifying experience and clarify what it means to be ready for independent practice ...