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 ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

The CFP has been out there. We've been growing more awareness and prominence. There have always been some competitors. But lately, both the CFA and CPA are getting into planning. They see this as ...

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 faculty ...