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

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 ...

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

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 on ...

Financial professionals obtain a license after they pass the test deemed ... I personally hold the CFP® designation. Among the requirements to become a CFP®: a bachelor’s degree from an ...

CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP Board upholds its Fitness Standards through the peer-review process ...

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

For more information, see our expert panel. This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. A Certified Financial Planner (CFP ...

“CFP® professionals are here to provide clarity ... These products and services are usually sold through license agreements or subscriptions. Our investment management business generates ...

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  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.