Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...

When searching for a financial planner to partner with, you’ve likely come across several different candidates. Perhaps a few of the names were followed by three distinct letters: CFP. The financial ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. Processing Content But before the Certified Financial Planner Board of ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced the Financial Planning Hall of Fame, a prestigious new recognition program honoring visionary leaders whose groundbreaking accomplishments have ...

In recognition of Black History Month, the CFP Board is spotlighting the strides and achievements of Black certified financial planner professionals, emphasizing its dedication to fostering diversity ...

To become a CFP®, start by earning a bachelor’s degree from an accredited university. Luckily, your major doesn’t have to be in finance. Degrees in business administration, economics, or ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

CFP Board announced that Terri Kallsen, CFP ® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen ...

The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Processing Content ...