Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...

Putting money aside today is essential for short-term and long-term financial stability in your golden years. Even if you are ...

As Donald Trump begins his second term as president of the United States, many Canadian consumers and investors are wondering what that could mean for their financial outlook.

The book, designed to guide readers toward retiring comfortably by the age of 42, has a universal appeal. Co-author CA Drupad ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...

Justine Kelly, a financial planner at Modern Cents in St. Thomas, Ont., says it’s common for one spouse to have a defined-benefit pension plan but the other not to have a pension at all. That leaves a ...

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...