In this article, we discuss not only how to become a Certified Financial Planner, but also what it takes to become and stay as one.

Financial advisor" is more than just a title. It means you've committed to guiding people through their financial journey. You can help others with their money and future goals, guiding them to ...

Learn how to become a financial advisor: Discover the educational path, necessary skills, certification requirements, benefits, and challenges of this career.

A certified financial planner, or CFP, is a financial professional who has met the rigorous education, training and ethical standards set by the CFP Board.

ChatGPT can offer solid financial tips, but can it replace a real financial advisor? Discover where the AI shines and where ...

(StatePoint) With kids beginning a new school year, you may be wondering how to further your own education and career. Whether you’re already in financial services or thinking of changing ...

Dan Hood (00:03): Welcome to On the Air With Accounting. Today, I'm editor-in-chief Dan Hood. If you're an accountant or a tax professional, you've probably at some point looked at a client's taxes or ...

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn ...

I've been working with my financial planner since 2017. I asked for her top tips on becoming a better investor. She said to keep risk tolerance in mind, consider all your options, and do your due ...

This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for ...