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 ...

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Holding both chartered financial analyst (CFA) and certified financial planner (CFP®) designations, she brings over a decade of experience to her role. Lei specializes in addressing the needs of ...

Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you receive the best advice. Two of the most recognizable financial credentials are the CPA license and ...

Ms. Eroshin is a Chartered Financial Analyst® (CFA®) charterholder, licensed Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and taught as an adjunct ...