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

operational procedures and requirements to protect our clients developing professionally through ongoing wealth management training, including earning your CFP designation, as part of our tuition ...

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

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 ...

Other firms topping 4,000 certificants include Ameriprise, Merrill Wealth Management and LPL Financial, the CFP Board said. “As the standard in financial planning, CFP certification represents ...

The financial landscape has seen a powerful shift as more women take charge of their wealth. Despite this progress, many female investors still face unique challenges—from gender-based income gaps to ...

Other firms that have topped 4,000 CFP ® certificants include Ameriprise, Merrill Wealth Management and LPL Financial. “As the standard in financial planning, CFP ® certification represents knowledge, ...

Raebiger, CFP®, CTFA™ KeyBank Senior Relationship Manager JR Raebiger joins Key Private Bank as Sr. Relationship Manager with ...

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.