Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

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Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

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The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

A new study by the CFP Board suggests that compared to their non-certified counterparts, financial planners who've earned the CFP mark tend to be more successful and satisfied on several counts. The ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...