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  • What is a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional)?

    • Aug 6, 2020
    • Wiley Efficient Learning

    As the name suggests, financial planners help their clients, generally, individuals or business owners, reach their financial goals. To remain current with the latest investment strategies and products, financial planners must be serious about ongoing professional education.

  • U.S. News & World Report: Financial Manager Overview

    • Aug 5, 2020
    • U.S. News & World Report

    Each January, U.S. News & World Report releases their annual Best Jobs report. Financial Manager is consistently ranked among the top 10 Best Business Jobs.

  • U.S. Department of Labor Report Occupational Outlook Handbook

    • Aug 4, 2020
    • U.S. Bureau of Labor Statistics

    The Occupational Outlook Handbook (OOH) provides information on what workers do; the work environment; education, training, and other qualifications; pay; the job outlook; information on state and area data; similar occupations; and sources of additional information, for 325 occupational profiles, covering about 4 out of 5 jobs in the economy.

  • Experience Requirement for CFP® Certification Video

    • Aug 3, 2020
    • CFP Board

    CFP® certification indicates to the public your ability to provide financial planning unsupervised. To support this, CFP Board requires you to have the equivalent of three years full-time professional experience related to the financial planning process , or two years of apprenticeship experience that meets additional requirements.

  • Biggest Opportunities in Financial Planning Profession

    • Aug 2, 2020
    • CFP Board

    This year, financial planners and those seeking financial advice can look forward to positive changes as a result of new regulations and rules, additional retirement savings options, increasing diversity across the profession, and the impact of various technological advancements.