CFPs

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.

The results come from the College for Financial Planning’s first cohort of scholarship winners.

The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.

Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.

The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.

Financial advisor Hannah Moore and more than 60 presenters are expanding access to instruction and networking for aspiring and underrepresented advisors.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

The change will affect continuing education immediately and certification examinations starting in March 2022.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

A fever-pitch argument over whether prices and wages will rise after the giant pandemic relief packages has split financial advisors into two camps.

Coronavirus put the Financial Planning Association’s volunteer program to the test.