The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner (CFP) is largely considered the gold standard in financial planning. Of the ...

There’s always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that’s coming next week may be accompanied by ...

Sample #1: Answer: B) Canceled debts as gifts, since they aren’t taxable income. Explanation: When a debt is canceled as a gift, it is excluded from taxable income because gifts are not subject to ...

Keep reading for more of the best CFP® review courses that range from academic and structured to flexible, budget-friendly, and even last-minute tutoring options. When I tested the Boston Institute of ...

More advisors than ever are pursuing the Certified Financial Planner designation — the most popular professional mark in the wealth management industry. And they're not just signing up in greater ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

Among the 10,437 candidates testing this year, 6,763 candidates passed. The CFP Board announced a record year for its Certified Financial Planner certification exam, with 10,437 candidates testing in ...