Represented by a trio or duo of letters after a name, financial designations indicate the education/training and specialization of an industry professional. Common certifications for financial ...

As you begin a search for a financial professional, you will come across many different types of certifications. Each certification tells a story about the level of expertise and dedication an ...

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 ...

For finance professionals, career changers and recent graduates, today’s job market can be notoriously hard to read. Hiring ...

Financial planners encounter a wide variety of social dynamics when servicing clients, and it is not uncommon for them to see clients with emotional issues or conflicts that are affecting their ...

A certified financial statement is one that has been reviewed and approved by a certified, independent auditor. Such statements are considered more reliable than unaudited statements and are mandatory ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Financial wellness firm Financial Finesse announced Tuesday it is launching a new program called NIL Long Game, a financial literacy certification program the company will provide for free to all ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

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 ...