CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Salespeople, especially advisors, tend to talk more than they should. The job is to listen to what the person is saying, identify their pain points, and deliver a message that conveys that you are the ...

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For example, 87% of CFP® professionals believe in the value ... in accounting or finance has probably come across both the CFA and CPA programs. These are two of the most popular professional ...

Ms. Eroshin is a Chartered Financial Analyst® (CFA®) charterholder, licensed Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and taught as an adjunct ...

CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has ...

Ms. Eroshin is a Chartered Financial Analyst® (CFA®) charterholder, licensed Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and taught as an adjunct faculty ...