If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Read the order: Case History 46776. An interim suspension is a suspension of a CFP® professional’s certification and trademark license during the pendency of CFP Board enforcement proceedings.

I, is a financial advisor, financial therapist, and the president of the Financial Therapy Association. What Is Financial ...

The only NIL memorabilia available for purchase, according to Cllct, is an autographed Will Howard football inscribed "CFP MVP ... the rationale for limiting licenses that would benefit both ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant ... She is a current CFA level 3 candidate and also has her FINRA Series 7 and 63 licenses. Throughout her career, ...

The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

CFP Board today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

A certified financial planner (CFP) and a chartered financial analyst (CFA) are both respected credentials that professionals in the financial services industry can earn — but they have several ...