CFP Board

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Whatever planners learned when they were trained for the job decades ago is most likely outdated.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