The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

I’m 54 years old and can retire in 2 years with a pension of $6,000 a month (net). I have $800,000 in my 401(k) and 457 plan, and I have a mortgage of $90,000 at 5.25%. I’m planning to move to Florida ...

Discover how financial advisers can empower women in South Africa by addressing financial inequalities and building trust.

The best ways to use your tax refund include building an emergency fund, paying off high-interest debt, and saving for ...

Dawn Ridler of Rexsolom Invest unpacks the risks and benefits, the different refinancing options available, and how to secure ...

Whether someone is a financial adviser, planner or financial business owner, being new to the industry comes with its own set ...