Discover if a career in financial planning suits you. Take our quiz to find out your potential as a financial planner and learn about the profession.

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 ...

If you’ve ever worked with a financial planner, you could be forgiven for thinking it’s an incredibly complex profession that takes years of intense study to even get started. But the door is easier ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...