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Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.
September 6 -
The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.
July 19 -
While the data isn't definitive, migration may be playing a significant role.
July 17 -
If at first you don't succeed, you're not alone. Here's how do it right.
July 12 -
The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.
March 28 -
The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.
January 27 -
The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.
October 18 -
Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.
July 27 -
The growing and varying areas of study are rising in adoption across the industry, long after pioneers first dispelled the myth that investing is just about numbers.
May 24 -
His embrace of volatile cryptocurrencies for mainstream investors is a major shift from the cautious world of fiduciary advice that’s synonymous with his namesake firm.
July 30