WASHINGTON, January 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced a new one-year record for scholarships awarded to students and recent graduates working toward CFP® certification. The Center introduced 80 new scholarships in 2021 (a 67% increase from 48 scholarships in 2020), offering moreRead More →

(News USA) – The new year has just begun, but it’s never too early to review your financial plan in order to reach your financial goals for 2022. Now is a great time to take steps to reduce your tax liabilities in 2022, according to Dan Mathews, a CERTIFIED FINANCIALRead More →

These professionals do a comprehensive analysis of your entire financial life, help you identify your goals, and then create an investment and insurance strategy to achieve those goals. Estate planning is often offered by a certified financial planner and includes wills, trusts, tax planning, inheritance and end-of-life planning. Usually, butRead More →

WASHINGTON, November 23, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the winners of the 2021 Best Paper Awards. Finance and Related Disciplines (“Symposium”), which took place on November 11-16, 2021. The Colloquium is an international gathering of researchers, practitioners, graduate students and leaders inRead More →

The Center administers scholarships to help qualified individuals complete the education and examination requirements as part of the CFP® certification process. Fellowships offered in conjunction with the College for Financial Planning® help the Center achieve its mission of creating a more diverse and sustainable financial planning profession. It also allowsRead More →

WASHINGTON, November 17, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it will join the Financial Alliance for Racial Equity (FARE), a partnership of leading financial services organizations, associations and colleges and historically black universities (HBCUs). FARE was created in late 2020 by aRead More →

For example, there is tax-free compensation, generous education benefits, no or low cost health care, housing allowances and a host of free services on base. That’s why Certified Financial Planners advising military and veteran families suggest you anticipate and plan for what’s to come to minimize financial disruption while savingRead More →

K-State’s All-Female Team Places Second in Financial Planning Association’s National Financial Planning Competition Tweet that “Megan, Britta and Ana represent the first all-female team to compete since K-State and one of the first to compete nationally,” Personal Financial Planning Department Chief Martin Seay said. “The team’s accomplishments are a testamentRead More →

TORONTO, October 29, 2021 /CNW/ – FP Canada is pleased to host the 13and the annual Financial Planning Week and new expanded virtual conference, taking place from November 23-November 25, 2021. The theme this year is Connect.Grow.Achieve. The conference, moderated by CTV’s chief commentator, Patricia Lovett-Reid, CFP®brings together professional financialRead More →

WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →

Specializing in a modern approach to relationship-based financial planning, Clarity Financial Design uses a Design your financial future process to help women visualize, define and move towards their financial goals. “I am excited to launch my own comprehensive financial planning practice. Helping women plan and prepare for their financial futureRead More →

WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead More →

The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for retirement. These securities can be confusing for investors when hiring someone to manage their assets. “The financial services industry hasRead More →

Money / Financial Planning kate_sept2004 / Getty Images You’ve probably heard of the term financial consultant and you may be wondering what these professionals do. In general, they help you build wealth by designing the best strategy to achieve your goals based on your current financial situation. This includes everythingRead More →

For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (CHFC) could be a great place to start. While ChFC may be less well known than the Certified Financial Planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planningRead More →