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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 12Life 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