CFP Board

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

"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.

The wire fraud charge came nearly four years after the CFP Board revoked his certification.

The board will release new proposed revisions and seeks additional public comments.

A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.

This year's additions to our expanded annual list of CFP Board-registered degree programs.

Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

The 11,000-member organization will operate as the Investments & Wealth Institute.

The board metes out punishment against planners Jeffrey and Kimberly Camarda after they unsuccessfully sued the board.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

No one organization can do it on its own, FPA President Shannon Pike said.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

When experienced advisors mentor new planners, they transform the profession in the process.

The door has closed for public comments on the board’s propositions. While some industry heavyweights commended them, critics call out contradictions.