CFP Board

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.