Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...
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