Finances — and how to handle ‘em — can be pretty intimidating. That’s why thousands of smart professionals and businesses use imaginative, well-trained financial planners to chart their course and ...

Discover the significance of financial certifications like CFA, CFP, and CPA. Learn how they represent expertise and assistance in finding a qualified finance professional.

If you are fortunate enough to have good planning and marketing skills and have a desire to help people plan their financial future, a career as a personal financial adviser can be both lucrative and ...

The certified financial planner, or CFP, designation is often considered the standard of excellence for financial planners. It's a mark of an advisor's commitment to providing the best holistic advice ...

Jens Pascucci (left) and Dominic Altobelli, both graduates of Merrill's training plan, are on Financial Planning's 2025 Top 40 Brokers Under 40 list. But two brokers on Financial Planning's top 40 ...

Imagine a family you might not expect to see in the office of a CERTIFIED FINANCIAL PLANNER™ professional. It's a husband and wife. They're middle class. He works in marketing. She's an office manager ...

The Australian Securities and Investments Commission (ASIC) is calling for industry feedback on proposed changes to financial planner training. ASIC made the call via a consultation paper it released ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

Discover essential steps to start your own financial planning firm successfully and navigate the challenges for a rewarding career in financial services.

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

If you want to up your financial literacy game and increase your net worth, turning to a financial advisor or financial planner could be a good move. How are these two types of financial professionals ...

Forbes contributors publish independent expert analyses and insights. Liz is a Fee-Only CFP Financial Planner, Author & FinLit Advocate. If employers want healthy, productive workers, perhaps they ...