CFP Board

The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on what's behind the change.

In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?

The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.

The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.

Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.

In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.

The new rules, set to take effect May 23, will allow CFP applicants to forgo a more intensive review process in certain circumstances.