The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

The updated Competency Standards are designed to strengthen and reinforce the value of CFP ® certification for the profession and the public, including by aligning CFP ® certification with the ...

Obtaining a certified financial planner credential can enhance your expertise and credibility as an advisor. To become certified by the CFP Board, you'll need to complete education, exam, ethics and ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. Processing Content But before the Certified Financial Planner Board of ...

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Certified Financial Planner (CFP ®) certification plays a major role in the growing demand for financial-advisory professional services. Although it is not legally regulated, and as such it doesn't ...

Market uncertainty can drive investors to make short-sighted decisions. Today’s perfect storm of high inflation, rising interest rates and struggles in the banking sector has created another period of ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...