CFP Board today announced the appointment of Kathryn Berkenpas, CFP® as its Managing Director of Corporate Growth. In this ...

The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...

CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP ...

I have $3 million in investments and I own three rental properties with no debt. I’m a lifetime federal employee with all the ...

Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their ...

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.

If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of ...

Alcohol-related criminal charges and bankruptcies both show up regularly in sanctions CFP Board imposes on current holders of the designation, with varying degrees of severity, ranging from public ...

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...

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 ...

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 ...