CFP Board

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

Our business isn’t just about big firms anymore, but we still see the old stereotype that investing is a man’s game dominated by Wall Street firms.

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

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.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.

It will host public forums in nearly two dozen cities over the next 16 months.

This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.