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.

Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.

Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.

Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

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.