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Financial planning careers pay well and offer great prospects, but many students still don't know they exist.
October 25 -
These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.
October 11 -
Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.
September 6 -
The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.
July 19 -
While the data isn't definitive, migration may be playing a significant role.
July 17 -
If at first you don't succeed, you're not alone. Here's how do it right.
July 12 -
The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.
March 28 -
The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.
January 27 -
The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.
October 18 -
Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.
July 27