CFP Board

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.

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.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.

The growing and varying areas of study are rising in adoption across the industry, long after pioneers first dispelled the myth that investing is just about numbers.

His embrace of volatile cryptocurrencies for mainstream investors is a major shift from the cautious world of fiduciary advice that’s synonymous with his namesake firm.

The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.

Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.

The nonprofit is serious about weeding out bad actors among CFP holders, writes Tom Sporkin, the official hired to run its compliance efforts.

The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.