CFP Board

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.

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.