CFP Board

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

The 11,000-member organization will operate as the Investments & Wealth Institute.

The board metes out punishment against planners Jeffrey and Kimberly Camarda after they unsuccessfully sued the board.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

No one organization can do it on its own, FPA President Shannon Pike said.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

When experienced advisors mentor new planners, they transform the profession in the process.

The door has closed for public comments on the board’s propositions. While some industry heavyweights commended them, critics call out contradictions.

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.