CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving ...
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.
The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.
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 ...
During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...
In this week’s Thought Leadership, UBS Financial Services executive Steven Young discusses the steps you should take if you’re considering selling your business.
Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...
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