The CERTIFIED FINANCIAL PLANNER (CFP) Certification is a globally recognised credential that signifies expertise in financial planning. It is considered the gold standard in the field due to its ...

Fees paid by clients based on assets managed by advisor Fees paid by clients for advice (not based on assets) Note: The MoneySense Find A Qualified Advisor tool is a paid service for advisors in ...

Recognizing the growing use of artificial intelligence by financial advisors, this week the CFP Board released a "Generative AI Ethics Guide." The guide, which includes a checklist for upholding ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A financial planner can help you chart a course for your ...

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A check mark. It indicates that the relevant content has been reviewed and verified by an expert This story has been reviewed by a professional to ensure you get the most accurate and useful ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

Anna Ignatoski's inspiring comeback story Inside look at Grand Rapids Police in new docuseries CFP Board censures Grand ...