How to Become a Financial Planner: Career Path and Certifications

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

‘Is this a red flag?’ Since the market downturn, my adviser hasn’t even called to reassure me. Don’t I at least deserve an automatic check-in?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
The Valdosta Daily Times

Taylor earns CFP designation

Aaron Taylor of Bush Wealth Management has earned the esteemed Certified Financial Planner (CFP) designation, a hallmark of excellence in financial planning.
The Morning Journal

On the job with Garrett Bourbina, a certified financial planner at the Landing Point Financial Group

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...

Financial Advisor vs. Financial Planner: What You Need to Know

Explore how financial advisors and financial planners differ.

Top Financial Planner Interview Questions & How to Ace Them

Discover essential financial planner interview questions and effective tips to impress your interviewer. Navigate your career path with confidence and clarity.
Investment Executive

FP Canada releases CFP, QAFP exam results for October

The results are in for FP Canada’s October sitting of the certified financial planner (CFP) and qualified associate financial ...

Feeling overwhelmed by saving? A CFP’s 3-step emergency fund plan — including a simple bank hack

Putting your emergency fund in a totally separate bank is a small hack because it creates a psychological barrier, helping you treat the money as off-limits unless you truly need it. The idea is that ...