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 Certified Financial Planner (CFP ... If you run your own business, a financial planner also might help in areas like figuring out if and when to sell the business or pass it on to family ...

While no other designations are required to become an IAR, most advisors will find it rather difficult to bring in business without ... such as the certified financial planner (CFP) or certified ...

There are plenty of companies ready to sell financial advisers on the idea that ... offering unregistered investments when they aren’t licensed to do so. It’s important to research and not ...

She compares the Series 65 to the certified financial planner exam, saying the breadth of material covered for the CFP test is much greater and requires more synthesis of the information you learn.