The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the ...
Instead of an app or gadget that claims to jump-start your productivity ... adult life, I’ve covered the Strategist’s stationery beat long enough to know that finding the right planner ...
A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.