A certified financial planner (CFP) and a chartered financial analyst (CFA) are both respected credentials that professionals in the financial services industry can earn — but they have several key ...

CFP Board and CFA Institute, which grant two of the most sought-after credentials in the wealth management space, have separately revealed the results of their most recent examinations. On Tuesday, ...

Advanced under the leadership of CFP Board Chair Liz Miller, CFP ®, CFA ® and led by COO K. Dane Snowden, the report draws on insights from CFP Board's AI Working Group, a diverse team of experts from ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

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SGH Wealth Management is proud to announce that its Founder and Chief Investment Officer, Sam Huszczo, CFA, CFP®, has been named InvestmentNews’ 2025 National Investment Advisor of the Year. This ...