The Earth Institute Columbia University9h
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
InvestmentNews4d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
Barron's7d
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...
InvestmentNews12d
CFP Board hails banner 2024 with more than 103,000 certificants
The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...
Financial Advisor6d
Big B-Ds Minting New CFP Planners At Record Pace, Report Says
Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the ...
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...