CFP Board’s new standards call for more continuing ed, broader experience

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

CFP Board tightening CE, experience standards for planners

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

Setting the Course: CFP Board Strengthens Competency Standards for a Changing World

CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.
Yahoo Finance

Amy Pastorino, CFP(R) Appointed Director of Financial Planning at Pinnacle Associates, Ltd.

NEW YORK, NY / ACCESS Newswire / January 27, 2026 / Pinnacle Associates, Ltd. announced today that Amy Pastorino, CFP ® has been appointed Director of Financial Planning. In this role, she will ...

LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...

I own a pool company in Phoenix and max my IRA each year. I think a SEP might be better for retirement savings, but my CPA told me ‘no.’ Who’s right?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].