Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

Many prospective financial planners begin preparing for the CFP exam, but not all complete it. "We've done studies around when we lose people in the process," says John Loper, a certified ...

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 ...

Many CFPs work at firms that also manage assets, making coordination between the plan and the investments an easy process. A CFP must adhere to a fiduciary standard, meaning they are required to ...

In my opinion the CFP® certification process shows that the right types of requirements and training for the profession already exist — it’s just a matter of requiring all who want to call ...

Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you receive the best advice. Two of the most recognizable financial credentials are the CPA license and ...