CPAs and CFP® professionals have different but complementary ... Some CPAs even have additional training that may help with business valuation, or detecting fraud, which can be helpful to ...

Here's what to know about earning your CFP. A CFP is a financial professional who has met the training and experience requirements of the CFP Board, passed the CFP certification exam and committed ...

CPAs excel in tax planning, while CFPs receive extensive training in investment, estate planning and retirement strategies. Working with both a CFP and a CPA is advisable due to their distinct roles.

What kind of education, training, knowledge and experience do you expect your financial adviser to have? I personally hold the CFP® designation. Among the requirements to become a CFP®: a ...

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 ...