Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

Obtaining professional certifications or designations can enhance your credibility and help you attract new clients. Roughly one-third of advisors have a Certified Financial Planner (CFP®) credential, ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP), ...

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 ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

Alternative investments have gathered the attention and interest of financial planners. According to a Financial Planning Association Survey, nearly half of advisors reported using or recommending ...

Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing ...

It's reassuring to believe that building wealth can be as simple as buying a low-cost ETF and letting it grow over time. Index investing has become one of the most popular strategies for long-term ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...