Obtaining a certified financial planner credential can enhance your expertise and credibility as an advisor. To become certified by the CFP Board, you'll need to complete education, exam, ethics and ...

CFP Board is requesting public comment on proposed changes to its Fitness Standards, Procedural Rules and Sanction Guidelines. This proposal improves CFP Board's existing process for evaluating the ...

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 ...

The Certified Financial Planner Board of Standards Inc. formed a group to evaluate the necessity of requiring a bachelor’s ...

As the tax filing industry becomes more and more commoditized, CPAs need to pursue a more advisory-based practice model that ensures they are enhancing their clients’ financial lives throughout the ...

Financial professionals who hold a certified financial planner (CFP) certification can expect to generate more revenue and enjoy higher levels of client satisfaction than their counterparts without ...