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Here are prep techniques and resources for candidates taking a test that can seem daunting.October 28
CEOCFP Board -
Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.August 27
2020 chair of the Board of DirectorsCFP Board
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“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
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One of the certifying organizations has taken a Netflix-like approach to advisor education.June 26
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With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of themJune 22
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Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.June 16
Owner and founder of Financial Planning Hawaii, and co-founder of client-facing software maker Nest Egg Guru.
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“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
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At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all.November 1
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Submit now for Bank Investment Consultant’s annual ranking of the best of the best in bank wealth management.October 15
