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

The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

If you're interested in becoming a certified financial planner, you'll first need to pass the CFP exam. There's a certain amount of planning and preparation that goes into it, including completing ...

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 ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...

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 ...

In the coming weeks, the CFP Board will launch a working group to reconsider whether a bachelor's degree should remain a ...

WASHINGTON, May 9, 2017 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. ("CFP Board"), today announced that CFP® professionals can now report continuing education (CE) when taking ...

The CFP Board of Standards is considering phasing out a rule that makes it easier for lawyers, accountants and other financial professionals to sit for the CFP certification exam. Under review is the ...

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 ...