CFP

  1. The 8 Deadly Sins of Financial Advice

    As an informed consumer is the best defense against a swindling financial professional, ...
  2. Financial Planning: It's About More Than Money

    Financial planning isn't just about the money. Find out where else to focus on.
  3. Ethical Issues For Financial Advisors

    Financial advisors may face ethical issues in their work. Find out what they are.
  4. Three Surefire Ways to Lose Your CFP Designation

    The CFP Board of Standards regularly disciplines advisors for sidestepping the rules. ...
  5. Is it Too Easy to Become an RIA?

    If you want to become an RIA all you have to do is pay a $165 fee to the SEC and ...
  6. Financial Planner: Career Path & Qualifications

    Learn what education and certifications you need to become a financial planner, as ...
  1. Who benefits the most from prepaid expenses?

    Learn who benefits most when expenses are prepaid. Individuals and businesses often make payments, such as rent or insurance, ...
  2. What's the difference between a financial advisor and a financial planner?

    Seeking professional advice from a financial advisor may involve asking for financial help from a certified financial planner, ...
  3. Where can I look for a financial planner?

    References from trusted friends or family members can help you find a financial planner; however, keep in mind that your ...
  4. Which popular professional certification exams do not require sponsorship?

    The Financial Industry Regulatory Authority (FINRA) administers several professional certification examinations that do not ...
  1. CFP

    CFP Exam Guide
Hot Definitions
  1. Quantitative Trading

    Trading strategies based on quantitative analysis which rely on mathematical computations and number crunching to identify ...
  2. Bond Ladder

    A portfolio of fixed-income securities in which each security has a significantly different maturity date. The purpose of ...
  3. Duration

    A measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. ...
  4. Dove

    An economic policy advisor who promotes monetary policies that involve the maintenance of low interest rates, believing that ...
  5. Cyclical Stock

    An equity security whose price is affected by ups and downs in the overall economy. Cyclical stocks typically relate to companies ...
  6. Front Running

    The unethical practice of a broker trading an equity based on information from the analyst department before his or her clients ...
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