We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

the CFP Board said. “As the standard in financial planning, CFP certification represents knowledge, competence and a commitment to ethical practices,” CFP Board CEO Kevin Keller said in a statement.

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial consultant and chartered retirement planning counselor, has been awarded the CFP ...

The number of financial advisors in an area can affect ... SmartAsset examined changes in active CFP® certifications from 2024 to 2025 to determine advisor presence and how the industry has ...

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...