Keep reading for more of the best CFP® review courses that range from academic and structured to flexible, budget-friendly, and even last-minute tutoring options. When I tested the Boston Institute of ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

Taking the CFP exam can be an important step in advancing your career and it's important to prepare for it thoroughly. Utilizing CFP exam prep materials and resources can help you better understand ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

More advisors than ever are pursuing the Certified Financial Planner designation — the most popular professional mark in the wealth management industry. And they're not just signing up in greater ...

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CFP Board’s 2025 exam cycle set a new high-water mark for aspiring planners, capping a year of record participation and solid pass rates as more professionals lean into financial planning as a ...

Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...