Nerd's Eye View

DECEMBER 19, 2022

At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

DECEMBER 15, 2022

To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. That program saw 380 graduates in 2022 and 495 in 2021.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

BlueMind

JULY 15, 2022

Fenergo’s research indicates that Europe, the Middle East, and the African region saw an increase in the value of financial penalties from just over $1bn in 2020 to $3.4bn in 2021.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

AdvisorPR

SEPTEMBER 28, 2023

This automated media query platform has connected CFP® professional FPA members with over 7,300 media opportunities covering various financial planning and personal finance topics. Journalists interested in connecting with CFP® professional FPA members can submit their queries through FPA MediaSource at www.onefpa.org/mediasource.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Yardley Wealth Management, LLC is a fiduciary-driven wealth management and retirement planning firm, based in Yardley, PA.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52