Michael Kitces raised potential conflict of interest concerns regarding the CFP Board's development of continued education ...

K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development.

The experienced executive from Silverchair and Deloitte is stepping into a newly created role overseeing initiatives to ...

The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

The CFP Board announced today the appointment of K. Dane Snowden as CEO, effective March 16, 2026. Snowden will succeed Kevin ...

CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective ...

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year. The Certified Financial Planner Board of Standards Inc. announced Thursday ...

CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.

The CFP Board’s new Board Chair and the Financial Planning Association’s new president started their new terms at the beginning of the year. Terri Kallsen began her term on Jan. 1 as the CFP Board’s ...

CFP Board announced that Terri Kallsen, CFP® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen leads the professional body that certifies more than 107,000 financial ...

CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026. Snowden will succeed Kevin R. Keller, CAE, who is retiring ...