CFP Board

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.

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

John helped found the coalition between the board, NAPFA and the FPA.

A new toolkit is being offered to students before the next test sitting in November.

The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.