| Date | Title | Description |
| 12.09.2024 | The Value of Choosing a Certified Financial Planner | In the world of finance, the right guide can make all the difference. Think of a financial advisor as a lighthouse. They illuminate the path through the fog of financial uncertainty. But not all lighthouses are built the same. Some shine br... |
| 05.09.2024 | 5 Important Questions to Ask Your Financial Advisor | (StatePoint) Working with a financial advisor can help you reach your short- and long-term financial goals. But it’s all about partnering with the right person, with the right credentials.
There are some important questions you should ask t... |
| 05.09.2024 | Financial Planners With CFP® Certification Earn More and Love Their Careers, Study Shows | CFP® Professionals Earn 10% More Than Other Financial Planners
WASHINGTON, Sept. 5, 2024 /PRNewswire/ -- CFP Board today announced new data from a compensation study that reveals that CFP® professionals enjoy higher earnings and greater car... |
| 22.08.2024 | How You Can Help All Kinds of People With a Financial Planning Career | (StatePoint) One common misconception about financial planners is that their role is solely to help wealthy people create more wealth. In reality, financial planners help all kinds of people in all kinds of circumstances.
Here are a few way... |
| 13.08.2024 | CFP Board Announces July 2024 CFP® Certification Exam Results | WASHINGTON, Aug. 13, 2024 /PRNewswire/ -- CFP Board today announced the results of the July 2024 CFP® Certification Exam. The exam was administered during a July 9-16 testing window to 2,999 candidates. This is the second-largest number of ... |
| 30.07.2024 | Amy Pastorino, CFP®, Joins Pinnacle Associates, Ltd. as Senior Financial Planner | NEW YORK, July 29, 2024 /PRNewswire/ -- Pinnacle Associates, Ltd. announced today that Amy Pastorino, CFP®, has joined the firm as Senior Financial Planner.
Ms. Pastorino brings 20 years of high-profile experience in the investment manageme... |
| 24.07.2024 | Your Guide to Financial Planning Careers | (StatePoint) The demand for financial planners is on the rise, making this an attractive professional path for anyone to consider, from students to career changers. With the goal of promoting a talented financial planning workforce whom Ame... |
| 11.07.2024 | Back to School for Parents: Becoming a Financial Planner | (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 careers, here’s what you need to know about earning ... |
| 02.07.2024 | CFP Board Announces Inaugural Connections Conference | Conference to Feature AARP CEO Jo Ann Jenkins as Keynote Speaker
WASHINGTON, July 2, 2024 /PRNewswire/ -- CFP Board today announced the inaugural CFP Board Connections Conference, a groundbreaking event that will combine the best features o... |
| 27.06.2024 | CFP Board Launches Pro Bono Financial Planning Challenge | WASHINGTON, June 27, 2024 /PRNewswire/ -- CFP Board today announced the launch of its 100K Pro Bono Challenge, which encourages CFP® professionals to collectively provide 100,000 more pro bono hours than last year. In 2023, CFP® professiona... |
| 10.06.2024 | Certified Financial Group Welcomes Dave Balakrishnan, CFP®,, AIF®, MBA to Their Team of Certified Financial Planner™ Professionals | Dave Balakrishnan
Dave Balakrishnan becomes Certified Financial Group's 16th Certified Financial Planner™ Professional
ALTAMONTE SPRINGS, Fla., June 10, 2024 /PRNewswire-PRWeb/ -- Certified Financial Group, is proud to announce the addition... |
| 06.06.2024 |
Guaranteed Rate wants to build a bridge between reverse and forward mortgage channels | Just over a year after its further expansion into the reverse mortgage business, multichannel mortgage lender Guaranteed Rate has focused on bringing a wider swath of mortgage industry professionals up to speed with the dynamics of reverse,... |
| 29.05.2024 | CFP Board Announces Second-Generation CFP® Professional Simone Lee as 100,000th CFP® Certificant | 100K Milestone Reflects Growth of Certification, Interest in Financial Planning Careers
WASHINGTON, May 29, 2024 /PRNewswire/ -- CFP Board today announced Simone Lee of Merrill Wealth Management as the 100,000th CERTIFIED FINANCIAL PLANNERT... |
| 16.05.2024 | 5 Things Consumers Look for in a Financial Advisor | (StatePoint) Whether you’re currently a financial advisor or considering becoming one, knowing which qualities are high in demand among your potential clients can help you position yourself for a lucrative and rewarding career.
Here are fiv... |
| 18.04.2024 | In-Demand Careers Every New College Grad Should Know About | (StatePoint) So you’ve recently graduated college. The summer ahead is the perfect time to consider a career as a financial planner. At a time when new research reveals that more than half of four-year college graduates are underemployed a ... |
| 22.02.2024 | Why Financial Planning Is a Great Career Option for Women | (StatePoint) Financial planning was once thought of as a male-dominated industry, but that’s quickly changing. The number of women getting their CERTIFIED FINANCIAL PLANNER™ certification is growing year over year — and for good reason: The... |
| 25.01.2024 | Looking for a New Career? Become a Financial Planner | (StatePoint) Becoming a financial planner offers both financial rewards and the chance to help others. Whether you’re a recent graduate exploring your career path or a mid-career professional seeking change, this growing profession may be t... |
| 06.12.2023 | Becoming a CFP® Professional Means Joining a Community | (NewsUSA) - Becoming a CERTIFIED FINANCIAL PLANNER™ professional means more than just a successful career — it means joining a supportive community. CFP Board and CFP® professionals foster this community at various stages of the CFP® certif... |
| 24.10.2023 | Aleph is building a platform to reconcile disparate financial data | As cloud-based software becomes the norm for many functions inside of modern businesses, data silos are growing into an outsize problem. This is particularly true in the financial industry, where vendors are often faced with reconciling dat... |
| 04.10.2023 | Become a CFP® Professional and Be Part of a Growing and Diverse Profession | (NewsUSA) - Today, October 4, marks World Financial Planning Day, a time to recognize the value of financial planning. Did you know that financial planning is not just a valuable resource for consumers? It’s also a great career choice offer... |
| 13.09.2023 | Finding Financial Advice: A Guide For Using The SEC IAPD Website | Finding a financial adviser is easier with the right resources.getty |
| 23.08.2023 | Demonstrate Your Commitment to High Ethical Standards by Becoming a CFP® Professional | (NewsUSA) - Consumers are looking for someone they can trust to guide them in financial matters. Becoming a CFP® professional helps you communicate that you’ll always prioritize your clients’ interests. Doing right by your clients is the gu... |
| 29.06.2023 | How Eric Blue's Expertise Can Help You Craft the Perfect Financial Plan | Noah Miller, Tech Times 29 June 2023, 02:06 pm
(Photo : Eric Blue, CEO of Nevly, provides access to resources so that others can avoid getting trapped in debt, helping people achieve financial health through his fintech app, ARLO.)
Financia... |
| 31.03.2023 | Stay The Course: Three Tips To Navigate Retirement Planning In A Volatile Market | Craig Reid is the President and National Practice Leader of Retirement and Wealth at Marsh McLennan Agency (MMA), a subsidiary of Marsh. |
| 24.01.2023 | How to Become a CFP® Professional | (NewsUSA) - Financial planning can help you reach your goals in life. It is also a profession that offers rewarding, flexible careers. These careers provide many benefits, including work-life balance, growth potential and the opportunity to... |
| 01.11.2022 | 3 things you should know about life insurance if you're buying a policy for the first time | Your death benefit will go to the person listed as a beneficiary on your life insurance policy. nortonsrx/Getty Images
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| 23.10.2022 | 4 types of people who should definitely have life insurance, according to a financial planner | People with cosigners on their debts should get life insurance. 10'000 Hours/Getty Images
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Insider's experts choose the best products and services to help make smart decisions with your money (here’s how). In some cases, we receiv... |
| 04.10.2022 | The field of financial planning is evolving. These Gen Z and Millennial CFPs are helping lead the industry to the future and share their thoughts on the biggest pitfalls and opportunities that investo... | Financial planning has traditionally been reserved for people with over $100,000 who have portfolios.
However, many young CFPs realize this leaves many poorer millennials and zoomers in the dust.
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The economic situation of mill... |
| 04.10.2022 | The field of financial planning is evolving. These Gen Z and Millennial CFPs are helping lead the industry to the future and share their thoughts on the biggest pitfalls and opportunities that investo... | Millennials and Gen Z are looking more for financial coaching than portfolio management. We Are/Getty Images
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Financial planning has traditionally been reserved for people with over $100,000 who have portfolios.
However, many youn... |
| 03.10.2022 | The 5 best online financial advisors
SoFi Automated Investing from SoFi
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Wealthfront Investing from Wealthfront
Ellevest from Ellevest
Blooom Automated Investi... | JUMP TO Section
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Best for low fees
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| 19.09.2022 | Runey & Associates Wealth Management announce Cost of Living Report for Charleston, SC | CHARLESTON, SOUTH CAROLINA, UNITED STATES, September 19, 2022 /EINPresswire.com/ -- James Runey, a CFA® Charterholder, the founder of Runey & Associates Wealth Management and also serves as its Chief Executive Officer, has announced the... |
| 11.08.2022 | 4 Tips For Finding And Working With A Financial Planner During A Recession | A potential recession isn't the time to panic - it's the time to find the right financial planner ... [+] for your needs. (Photo by Mario Tama) Getty Images |
| 22.04.2022 | Do You Want To Retire By Investing Deforestation Free? | If you’re like most people, when you think of retirement investing you don’t also think of deforestation. When I was younger, I heard those who cared about deforestation referred to as “tree huggers.” That concern was often associated with ... |
| 20.04.2022 | Diverse Candidates Needed in the Financial Planning Profession | (NewsUSA) - Interest in, and demand for ,personal financial advice has never been greater in the United States, due in large part to the aging of the Baby Boomer generation. At the same time, the demographics of wealth in the country are ch... |
| 20.04.2022 | The Fiduciary Standard: What Is It And Why Does It Matter? | Fiduciary: a person or organization that acts on behalf of another person or persons, with a legal ... [+] and ethical obligation to put that person's interest ahead of their own. brotmanmediagroup |
| 04.04.2022 | InvestmentNews Honors Tobias Financial Advisor's Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion | PLANTATION, Fla. (PRWEB) April 04, 2022
InvestmentNews has named Tobias Financial Advisor's Catalina Franco-Cicero, MS, CFP®, as a recipient of its Excellence in Diversity, Equity & Inclusion Award for 2022. With the award, InvestmentNe... |
| 18.02.2022 | Why Values Based Financial Planning is Powerful and Can Actually Lead Every African American To Success | For African Americans values based financial planning can lead to success[Photo Credit Joshua Keter] |
| 26.01.2022 | AssetMark Financial : 3 Reasons Advisors Should Boost Their Financial Planning Capabilities | Since the 90s, the financial services industry has steadily grown to meet ever-changing client needs, and witnessed its financial advice model evolve from stockbroker to investment consultant to wealth advisor.
Advisor/client relationships ... |
| 28.12.2021 | Why African American Financial Planners Offer the Empathy and Support that African Americans Need | African American financial advisors can offer trustworthiness to other African AmericansEnvision |
| 14.12.2021 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | A Certified Financial Planner (CFP) is a trade-industry designation for advisors and other professionals in the financial field.
To gain the CFP designation, advisors must have a certain amount of experience, pass a rigorous exam, and commi... |
| 14.12.2021 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients’ interests before their own. Luis Alvarez/Getty Images
A Certified Financial Planner (CFP) is a tra... |
| 08.10.2021 | 2 steps to take right now to build generational wealth for years to come | Personal finance pros Echo Huang and Kelly Lannan joined Insider’s Master your Money virtual event, presented by Fidelity.
Financial literacy and hiring the right experts are key. Building wealth takes smart planning.
Generational wealth is... |
| 08.10.2021 | 2 steps to take right now to build generational wealth for years to come | Insider
Personal finance pros Echo Huang and Kelly Lannan joined Insider's Master your Money virtual event, presented by Fidelity.
Financial literacy and hiring the right experts are key. Building wealth takes smart planning.
Generational w... |
| 08.09.2021 | What Future Grads Should Know About A Career in Financial Planning | (NewsUSA) - With school back in session, now is a good time for college students to consider their potential career options.
Unfortunately, many students know little about the financial planning profession. This includes being unfamiliar wi... |
| 19.08.2021 | CFP Board Adopts Framework of New 5-year Strategic Plan | |
| 11.08.2021 | Financial Planning Careers Offer Job Satisfaction and Flexibility | (NewsUSA) -Many of today's students are tuning in to the possibilities of a career in financial planning.
According to the Bureau of Labor Statistics, the demand for personal financial advisors is expected to grow at a rate of 4% through 20... |
| 29.07.2021 | Daniel Moisand, CFP® Elected 2022 CFP Board Chair-Elect | |
| 27.07.2021 | CFP Board Discloses Bankruptcies by CFP® Professionals | |
| 22.07.2021 | Wanted: More Female Financial Planners! | (NewsUSA) - Female financial planners, (specifically, CFP® professionals) are in need, and provide a pivotal role to wealth management firms in serving diverse client bases and delivering holistic financial planning services to clients.
Tho... |
| 10.07.2021 | A financial planner shares 3 pieces of money advice clients never want to hear | Financial planner Don Grant. Courtesy Don Grant
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| 26.05.2021 | Financial Planning Offers Rewarding Career Opportunities for Diverse Graduates | (NewsUSA) - If you're looking for a rewarding career complete with growth potential, and the satisfaction of helping others, financial planning could be your perfect fit. From striking out on your own to working at firms big or small helpin... |
| 14.04.2021 | CFP Board Expands Remote Proctoring Option to All Candidates | |
| 29.03.2021 | 3 Foundational Ways to Boost Your Child's Financial Literacy | March 29, 2021 6 min read
Opinions expressed by Entrepreneur contributors are their own.
This is one of several upcoming articles focused on financial-literacy tips and activities for parents inspired by the new Entrepreneur Kids book serie... |
| 16.03.2021 | What is a bond? How to earn a steady stream of income by loaning money to a business or government | A bond is a loan from an investor to a company or government, that pays back a fixed rate of return. Weekend Images Inc./Getty Images
A bond is a loan you make to a company or government in exchange for a steady stream of income over a fixe... |
| 02.03.2021 | Step Up Your Financial Career with the CFP Mentor Program | (NewsUSA) - Congratulations! You have taken your first steps towards a career as a CERTIFIED FINANCIAL PLANNER™ professional. As you prepare for your CFP® exam, consider connecting with a CFP® professional as a mentor for support and guidan... |
| 02.03.2021 | Step Up Your Financial Career with the CFP Mentor Program | (NewsUSA) - Congratulations! You have taken your first steps towards a career as a CERTIFIED FINANCIAL PLANNER™ professional. As you prepare for your CFP® exam, consider connecting with a CFP® professional as a mentor for support and guidan... |
| 24.02.2021 | Expanding Diversity Demographics Provides Opportunity for Firms | (NewsUSA) - The demographic makeup of the U.S. population and the financial status of its communities are shifting in ways that have significant implications for the country's economy, including the financial planning profession.
According ... |
| 02.02.2021 | 23 Black leaders who are shaping history today | Black Americans have played a crucial role in helping to advance America’s business, political and cultural landscape into what it is today. And since 1976, every U.S. president has designated the month of February as Black History Month to... |
| 19.01.2021 | Financial Planning Profession Grows Diversity of its Workforce | (NewsUSA) - Celebrations of Rev. Dr. Martin Luther King, Jr. Day and Black History Month often prompt consideration of the United States' diversity and the many contributions made by people of different races and ethnicities. These occasion... |
| 19.01.2021 | Financial Planning Profession Grows Diversity of its Workforce | (NewsUSA) - Celebrations of Rev. Dr. Martin Luther King, Jr. Day and Black History Month often prompt consideration of the United States' diversity and the many contributions made by people of different races and ethnicities. These occasion... |
| 16.12.2020 | 3 Reasons To Hire More Individuals With Disabilities In 2021 | 2021 offers a new year to improve workforce diversity and inclusion. pexels |
| 10.12.2020 | CFP Board Announces 2020 Registered Programs Conference | |
| 09.12.2020 | New Report Outlines Path to More Inclusive Financial Planning Profession | (NewsUSA) - More than 600 diversity and inclusion experts and leaders of financial services firms recently came together for a virtual discussion about how to increase racial and gender diversity in the financial planning profession.
The CF... |
| 09.12.2020 | New Report Outlines Path to More Inclusive Financial Planning Profession | (NewsUSA) - More than 600 diversity and inclusion experts and leaders of financial services firms recently came together for a virtual discussion about how to increase racial and gender diversity in the financial planning profession.
The CF... |
| 09.12.2020 | CFP Board Center for Financial Planning Announces Record Number of Scholarships Provided to Aspiring CFP® Professionals | |
| 01.12.2020 | Mercer Advisors Convenes 2nd Annual “InvestHERs” Summit | InvestHERs is Mercer Advisor’s award-winning women’s program to attract women into the financial services industry, as well as to support women investors unique wealth management needs.
DENVER (PRWEB) December 01, 2020
Mercer Global Advisor... |
| 16.11.2020 | Financial Planning Organization Promotes Diversity at Annual Summit | (NewsUSA) - The financial planning profession is among many fields that recognize the value of increased diversity and inclusion in its ranks. The CFP Board Center for Financial Planning, a nonprofit organization dedicated to supporting pro... |
| 16.11.2020 | Financial Planning Organization Promotes Diversity at Annual Summit | (NewsUSA) - The financial planning profession is among many fields that recognize the value of increased diversity and inclusion in its ranks. The CFP Board Center for Financial Planning, a nonprofit organization dedicated to supporting pro... |
| 11.11.2020 | CFP Board Center for Financial Planning Announces 2020 Sponsors for Virtual Diversity Summit and Career Fair | |
| 09.11.2020 | A Win-Win to Connect the Public with Diverse Financial Advisors | (NewsUSA) - The demographics of wealth in the United States are shifting -- with women controlling a larger portion of household finances and minority communities continually building wealth -- but the makeup of today's financial- planning ... |
| 09.11.2020 | A Win-Win to Connect the Public with Diverse Financial Advisors | (NewsUSA) - The demographics of wealth in the United States are shifting -- with women controlling a larger portion of household finances and minority communities continually building wealth -- but the makeup of today's financial- planning ... |
| 03.11.2020 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients’ interests before their own. baona/Getty Images
A Certified Financial Planner (CFP) is a trade-indu... |
| 14.10.2020 | CFP Board Financial Planning Job Listings, Career Advice Now | (NewsUSA) - Despite the COVID-19 pandemic, or perhaps because of it, now more than ever consumers want to plan for a stable financial future, which means increased demand for qualified financial professionals.
Certified financial planners l... |
| 23.04.2020 | Financial planners are fielding an influx of calls from clients worried about money right now. Here are their top 3 pieces of advice. | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Financial Planning Financial planners are fielding an influx of calls from clients worried about money right now. Her... |
| 21.02.2020 | How to decide if you should hire a financial planner | Advertisement
A financial planner gives expert advice and assistance to help you reach your financial goals.
Financial planners can be hired on a short-term basis to help you develop a financial plan or may provide ongoing asset management.... |
| 20.02.2020 | What to Know About Financial Advising Career Paths | (StatePoint) If you’ve decided to pursue a career in financial advising, there are a few things you should know about the many opportunities within this fast-growing field.
Whether you are just starting out or you are looking to make a care... |
| 29.01.2020 | 7 Turning Points Of The Decade For Savers And Investors | For the first time ever, the U.S. economy started and ended an entire decade without entering a recession. That’s significant, considering where we were when it started. As we rang in the new year in 2010, the nation was still grappling wit... |
| 25.09.2019 | I never thought I was rich enough for a financial planner, but I'm learning I couldn't be more wrong | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Financial Planning I never thought I was rich enough for a financial planner, but I'm learning I couldn't be more wro... |
| 24.09.2019 | Our financial planner is our son's age, but the questions he asked during our first meeting made it clear he's the right choice for us | Personal Finance Our financial planner is our son's age, but the questions he asked during our first meeting made it clear he's the right choice for us
Written by Angie Chatman; edited by Stephanie Hallett
2019-09-24T15:13:59Z
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| 01.05.2019 | I'm a financial planner — here are the 5 most important questions about money you should be asking yourself | Redeem now
Our experts choose the best products and services to help make smart decisions with your money (here's how). In some cases, we receive a commission from our partners; however, our opinions are our own. Terms apply to offers liste... |
| 28.10.2018 | How Financial Planners Can Fix Their Diversity Problem | Credit: Getty Royalty Free |
| 05.08.2018 | What The Demise Of The DOL Fiduciary Rule Means For You: 4 Questions To Ask Your Advisor Now | As a society, we embrace the idea that doctors and lawyers are required to act in their patients’ or clients’ best interests. Doctors violating the Hippocratic Oath face stiff penalties, including the potential to lose their license to prac... |
| 20.06.2018 | Grove just raised $8 million to make traditional financial planning affordable to pretty much everyone | Financial advisors aren’t cheap to use. They aren’t always seen as trustworthy, either, with many advisors receiving — or perceived as receiving — incentives for recommending certain products over others.
Grove, a two-year-old, San Francisc... |
| 20.11.2016 | How to protect an elderly widower from financial predators | Dear Liz: Our mother recently died after a long illness. Our father is in his 70s and is getting a lot of attention from ladies at his church and the senior center. We’re concerned because of a pattern we’ve seen in other families, where th... |
| 09.02.2016 | 25 Home-Based Business Ideas You Can Start Right Now | You may feel stuck in your current job and worry that there's no good way out. Or maybe you're reasonably happy with what you're doing, but dream of being your own boss, and even better, being your own boss working out of your own home.
The... |
| 01.06.2011 | Singing for Your Supper in Retirement | The song remains the same. |
| - | How one nonprofit is turning to AI to help boost women’s financial literacy | Women are among those most reluctant to discuss money topics.
One nonprofit has launched a new AI tool to help them get their money questions answered faster.
Most Americans consider money to be a private topic, and women are among those mo... |
| - | Financial Planning Programs Put College Students on Path to Career Success | (NewsUSA) - Millions of Americans will start or return to college this fall, pursuing an education that they hope will lead to successful careers. Among them are students who aspire to become the next generation of financial planning profes... |
| - | Why life insurance plays a key role in closing the racial wealth gap, according to a financial advisor | Life insurance can help close the racial wealth gap within the Black community. Mark Edward Atkinson/Tracey Lee/Getty Images
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| - | The 10 U.S. cities where the first year of homeownership is the most expensive | There are many factors leading to the increase in housing costs across the U.S., including rising interest rates and even remote work. And the first year of homeownership in particular can be especially costly between a down payment, closin... |
| - | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients' interests before their own. Luis Alvarez/Getty Images
A Certified Financial Planner (CFP) is a tra... |
| - | What is a bond? How to earn a steady stream of income by loaning money to a business or government | A bond is a loan from an investor to a company or government, that pays back a fixed rate of return. Weekend Images Inc./Getty Images
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| - | Financial therapy can help you confront bad money practices as a result of financial trauma | Financial therapy is often helpful for people who may know the best practices around financing, but can’t bring themselves to do it. SDI Productions/Getty
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| - | 5 Myths About Being a Financial Advisor – Debunked | (StatePoint) Do you know what financial advisors do? Or are misconceptions about being a financial advisor holding you back from exploring this profession?
To help you understand what your career as a CERTIFIED FINANCIAL PLANNER™ profession... |
| - | Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using | Women and minorities still represent a small share of the financial advice industry.
Firms such as Morgan Stanley and Northwestern Mutual are ramping up initiatives to change that.
Here are the strategies they say help attract a broader set... |
| - | How Financial Planners Can Advance Equality | (NewsUSA) - Financial planning is about helping individuals and families make sound financial decisions that enable them to achieve their life goals. When financial planners provide these services to diverse clients, they help bridge the ga... |
| - | Diversity among financial planners improved in 2021 — but it still remains overwhelmingly white and male | The number of Black certified financial planners grew by more than 10% in 2021 from 2020, according to the CFP Board. The growth rate was 15% and 4.2% for Hispanic and female CFPs, respectively.
However, the industry remains overwhelmingly ... |
| - | From High School to High Pay and a Personally Rewarding Career | (NewsUSA) - The best career is one that gives you so much personal satisfaction that you’d gladly do it without pay. But don’t worry; you won’t be working for free if you become a CERTIFIED FINANCIAL PLANNER™ professional. In fact, the pay ... |
| - | How to invest in cryptocurrency like a financial planner: ‘Do so with caution’ | Even if you don’t directly work with a financial advisor, it could be worth paying attention to what they’re saying about markets and investing.
Take the recent announcement regarding cryptocurrency from the CFP Board, the professional orga... |
| - | Kamila Elliott, the first Black person to head CFP Board of Standards, plans to make changes to the field by bringing in more people of color | CNBC spoke with Kamila Elliott, the first Black person to lead the CFP Board, which sets and enforces the standards for certified financial planners.
Her career in the financial services sector has made her eager to diversify the profession... |
