Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]
Almost three thousand test takers across the country sat for the CFP® Certification Examination last month. This exam is the culmination of the CFP® study program, which normally takes one to two years to complete. Candidates need to pass the exam and also fulfill the education, ethics and experience components to become newly minted CFPs.® […]
Last year, a record number of women earned their CFP (Certified Financial Planner) certification, but women still make up only 23% of all CFP professionals. That number hasn’t budged in years, says Financial Planning magazine. The CFP Board is seeking to attract more women into the profession, which is one of the fastest-growing and most […]
By any measure, portfolio manager Susan Hirsch, who runs the $3.6 billion TIAA-CREF Large-Cap Growth fund, is a star. Under her leadership, her fund has beaten the S&P 500 for the past three, five and 10 years, no easy feat. On top of that, she’s clearly a trailblazer in a male-dominated field. Less than 10% of fund managers […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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Crystal Corporate Center .
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