Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial ...

VestGen Wealth Partners, LLC, (VestGen), the wealth management ecosystem revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, ...

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

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

Thinking about taking the CFP® exam for the first time? Second? Third? You may be wondering how many chances you actually get in your lifetime. And that’s a valid question, considering this ...

This ethical foundation distinguishes CFP® holders from many other financial advisors. Once you’ve checked all the boxes (education, experience, exam, and ethics), you’re ready to apply for ...

The CFP® exam pass rate is no joke—but neither is the opportunity to become one of the most trusted and qualified advisors in the industry. Let’s talk numbers, strategy, and how to walk into ...

WASHINGTON, May 14, 2025--(BUSINESS WIRE)--CFP Board today announced the launch of CFP ® Exam Practice App, its new official exam preparation platform designed to support candidates pursuing CFP ® ...

CFP Board today announced the launch of CFP® Exam Practice App, its new official exam preparation platform designed to support candidates pursuing CFP® certification. It’s the only exam ...

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced the launch of CFP ® Exam Practice App, its new official exam preparation platform designed to support candidates pursuing CFP ® certification.

The CFP Board has launched a new official exam preparation platform aimed at helping future advisors improve their chances of passing the CFP exam. The CFP Exam Prep tool became available May 12 ...