Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
We might earn a commission from links in this content. Learn more Question: “I’m 62 years old and my husband is 57 years ...
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‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Navigating Divorce and Other Conflicts With Married Clients, a guide to help CFP ® professionals to recognize, fully disclose and properly manage conflicts of interest that arise in marital financial ...
CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, CFP®, CPA, CFA®.The Board of Directors is the policymaking and oversight body ...
The Certified Financial Planner Board of Standards has announced a record-breaking year in 2024, with the total number of certificants exceeding 100,000 for the first time. In a Thursday announcement, ...
The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. The CFP Board — which provides its marks to ...
The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.
The Certified Financial Planner Board of Standards has taken a step toward increasing the sanctions imposed on advisors holding the CFP mark who do not live up to the board’s requirements, the board ...
CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has ...
You only get so many chances to pass the CFP® exam. Learn the CFP Board’s retake rules and strategies to pass the exam.
Discover the best CFP® prep courses to boost your study experience, sharpen practice questions, and improve your chances of ...
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