CFP Board

Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

Fiduciary advocates lament the absence of the term from the SEC's rule, which they say fails to move beyond FINRA’s existing suitability standard, while the brokerage sector sees the proposal as a welcome jump in oversight.

Five members of the network will receive the scholarship each cycle.

CFP candidates must master the new material in time for the November exam.

Many planners see this exam as a must-have credential. Want to ace it? Have a plan.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.

The CFP Board’s new code of ethics should be celebrated for embracing the fiduciary concept — will the standards be strengthened even more in the future?

Critics say SEC efforts to regulate advisor titles could produce a game of whack-a-mole, as non-fiduciary financial professionals adopt other terms intended to blur lines.

Whatever planners learned when they were trained for the job decades ago is most likely outdated.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

Investors were bilked out of approximately $611,000, say federal prosecutors.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.