CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

A new survey from the CFP Board highlights the double-edged sword of ubiquitous online financial advice from dubious sources.

The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of financial planning.

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP ...

It's already reshaping client expectations and how advisors deliver value," said CFP Board CEO Kevin R. Keller, CAE. "CFP Board is taking the lead to help the profession harness AI's potential to ...

Want to know if the Boston Institute of Finance CFP review is worth your investment? This guide outlines features, prices, ...

Financial planner, Jovan Johnson, shared lessons he's picked up from his wealthiest clients and their common habits, such as ...

Becoming qualified through CISI isn’t a walk in the park – there’s rigorous coursework, plenty of studying, and a lot of ...

Your financial advisor should ideally be someone you can partner with for life, and who you trust implicitly to provide you ...

Whether you’re launching a career in the financial planning profession or seeking professional advancement, summer is the ...

Whether you're retiring and rolling over your 401(k) or just starting to build your financial future, it pays to get trusted ...

Financial planning used to be much simpler ... Today, though, there are many more types of investments available. The CFP certification includes information about behavioral finance, software ...