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 ...

Investopedia found Kaplan Schweser to be the best provider of CFA exam prep courses thanks in large part to its comprehensive feature set and affordable pricing.

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 ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

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 ...