administered by the CFP Board. The exam covers investments, retirement, tax strategies, estate planning and insurance. Many CFPs work at firms that also manage assets, making coordination between ...

retirement planning, estate planning, and other crucial personal finance topics. Awarded by the Certified Financial Planner Board of Standards, the CFP designation also means holders must do a ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...