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The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.
February 22 -
Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.
February 22 -
Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.
February 21 -
The good, the bad and the downright inexplicable in the suggested changes.
February 12
Buckingham Wealth Partners -
What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.
January 31
Financial Planning -
The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.
January 16 -
A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.
January 10 -
While the ranks of women who hold the certification surged, they still make up only 23% of the pool.
January 8 -
Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.
January 5 -
Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.
December 12
Life Planning Partners -
Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.
December 5 -
"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.
November 20 -
The wire fraud charge came nearly four years after the CFP Board revoked his certification.
November 17 -
The board will release new proposed revisions and seeks additional public comments.
November 15 -
A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.
November 10 -
This year's additions to our expanded annual list of CFP Board-registered degree programs.
November 6 -
Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.
November 2 -
Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?
November 1 -
For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.
October 31 -
The 11,000-member organization will operate as the Investments & Wealth Institute.
October 17















