"It can separate the consultant from the 'typical salesperson ... includes a review and responses to case studies about financial planning. To receive the ChFC designation, students must pass ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

While most firms offer you the option to invest on your own, consulting a financial adviser can help simplify the process of identifying the products and services that best meet your needs.

Discover how proactive health and financial planning can protect your family’s future as World Cancer Day approaches.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair ...

estate planning and business consulting, Genex offers a personalized, comprehensive approach to wealth management. The firm equips individuals, families and business owners with the insights and ...