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The field of financial planning is evolving. These Gen Z and Millennial CFPs are helping lead the...
Business Insider via Yahoo Finance Canada· 2 years agoMillennials and Gen Z are looking more for financial coaching than portfolio management.We Are/Getty...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GOBankingRates via Yahoo Finance Canada· 2 months agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
Why the Sudden Increase in CFPs Could Actually Be Good News
SmartAsset via Yahoo Finance Canada· 1 year agoEach year, thousands of freshly certified financial planner (CFP) professionals enter the industry....
Look for these three letters — CFP — when planning out finances now and in the future
Kansas City Star via Yahoo Finance Canada· 3 months agoWhen searching for a financial planner to partner with, you’ve likely come across several different...
Tackling the racial wealth gap: 'Diversity within the financial industry matters'
Yahoo Money· 2 years agoOne way to shrink the racial wealth gap may be by expanding access to financial professionals who...
Here’s why the personal finance industry needs more Black financial planners
Yahoo Money· 2 years agoCertified financial planners go through rigorous training to offer financial guidance for their...
What Credentials Should My Financial Advisor Have?
SmartAsset via Yahoo Finance Canada· 1 year agoWith all of the financial advisor certifications, it's hard to know which ones may fit your needs. For example, you might be seeking a financial advisor...
What Jobs Can You Get After Earning a CFP?
SmartAsset via Yahoo Finance Canada· 6 months agoThe Certified Financial Planner (CFP) designation is granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board). It indicates...
RICP vs. CFP Designations for Financial Advisors
SmartAsset via Yahoo Finance Canada· 2 years agoThe retirement income certified professional (RICP) and certified financial planner (CFP) are two certifications for financial advisors. Here's how they...
I’m a Financial Advisor: 5 Best Ways Retirees Can Pay Off Debt During Summer
GOBankingRates via Yahoo Finance Canada· 1 month agoAsked how they plan to build wealth this summer, a majority of seniors in a recent GOBankingRates...
