Financial Planning obtained the remarkable 8-page template, which is entitled “My commitment to you as a CFP professional.” The traditional brokerage and insurance incentives don’t stand out ...

This acronym indicates you’re looking at a certified financial planner, a highly credentialed financial advisor that can help you create a plan for your whole financial life. Access to thousands ...

Certified Plan Fiduciary Advisor (CPFA) and Certified Financial Planner (CFP) are two common types of credentials that financial advisors earn. Of the two, CFP requires significantly more ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

King, CFP®, 2021 Board Chair. “For example, our consumer outreach has contributed to increased public awareness and demand for competent and ethical financial planning, and we’ve worked to ...

Beginning next March, the examination for the Certified Financial Planner (CFP) Board of Standards designation will include questions on the psychology of financial planning. The change was made ...

The number of test takers has grown steadily since the CFP’s new exam blueprint deployed in March 2022, which shifted some question areas and added others such as the psychology of financial planning.

Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only ...

The curriculum is aligned with the CFP® Board’s Principal Knowledge Topics and covers principles and practices of essential areas of financial planning, including: Wealth Management Investment ...