The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...
If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of ...
CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP ...
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.
The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...
The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...
To help navigate these challenges, CFP Board is offering a no-cost virtual event, Managing Your Finances in Uncertain Times: Resources for Federal Government Employees, on Thursday, March 27 ...
Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...
A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...
The CFP Board is asking for feedback on a proposal to relax the review process for applicants seeking the Certified Financial Planner designation who previously declared bankruptcy or were ...
CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP Board upholds its Fitness Standards through the peer-review process ...