CFPs Financial advisors Must pass the CFP Board exam and adhere to educational standards. Certifications and licenses can vary. There are no requirements. Must follow CFP’s fiduciary standards ...

In fact, the 102,000 advisors who are CFP licenses have grown their business, their revenues and their clientele—many while explicitly serving the middle-income market—not despite of but ...

In both cases, it’s not necessary to have current securities licenses to continue using the professional designation. “As a CFP professional, even though I’m not actively advising clients at ...

Which is better, CFP® vs. CPA? Choosing between becoming a Certified Financial Planner™ (CFP®) or a Certified Public Accountant (CPA) can feel like deciding between two big life paths.