-
Candidates will be allowed “two tissues” while testing at home and are advised to have bed linen handy.
July 17
-
“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”
July 16
-
“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.
July 2
-
The board is “decisively moving away” from allowing advisors to self-disclose, CEO Kevin Keller says.
June 25
-
Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.
June 16
-
“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.
June 16
-
The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
June 3
-
The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”
May 29
-
Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”
May 4 -
When Congress killed tax deductions for financial advice in 2017, the world was a different place. Now planners want them restored to help clients during the coronavirus crisis
April 6
