About the Author: Hunter Lord, CFP®, is an investment advisor representative with Essential Planning, LLC, in Portsmouth, New Hampshire. Lord started his career as a paraplanner in Brisbane, Australia ...

All CFP candidates must complete four steps in their training: education, the certification exam, a professional experience ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

According to Pew Research, 27% of people older than 60 live solo. Older women are more likely than men to live alone.

CPAs and CFP® professionals have different but complementary ... Some CPAs even have additional training that may help with business valuation, or detecting fraud, which can be helpful to ...

Here's what to know about earning your CFP. A CFP is a financial professional who has met the training and experience requirements of the CFP Board, passed the CFP certification exam and committed ...

What kind of education, training, knowledge and experience do you expect your financial adviser to have? I personally hold the CFP® designation. Among the requirements to become a CFP®: a ...

When you’re planning your retirement on your own, there are several things you should take into consideration to ensure that ...

Part of the change is the novel 12-team CFP playoff format that Clark is inheriting, which he is preparing extensively for with training and the reliance on his selection committee to make the ...

CPAs excel in tax planning, while CFPs receive extensive training in investment, estate planning and retirement strategies. Working with both a CFP and a CPA is advisable due to their distinct roles.

CFP Board today announced the launch of "Quite Possibly the Perfect Job," a new digital ad campaign to encourage young people to explore a ...

A CFP must adhere to a fiduciary standard ... Ludwig noted that CFPs receive extensive training in areas crucial to retirement, including investment, estate planning and retirement strategies ...