CFP Board

"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.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

The good, the bad and the downright inexplicable in the suggested changes.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.