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Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.
October 1 -
Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.
October 1 -
In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.
September 24 -
Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.
September 10CFP Board -
The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.
August 28 -
Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.
August 16 -
It will host public forums in nearly two dozen cities over the next 16 months.
August 1 -
This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.
July 31 -
Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.
July 31 -
Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.
July 23