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Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.
July 27 -
The results come from the College for Financial Planning’s first cohort of scholarship winners.
June 27 -
The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.
July 29 -
Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.
July 28 -
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.
June 23Wealth Logic -
Anyone can call themselves a wealth advisor these days. Here are credentials that count.
May 4 -
Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.
April 22 -
Financial advisor Hannah Moore and more than 60 presenters are expanding access to instruction and networking for aspiring and underrepresented advisors.
April 12 -
The update is a step forward to being more inclusive of individuals who don’t identify as male or female.
April 5 -
The change will affect continuing education immediately and certification examinations starting in March 2022.
March 31