CFPs

In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.

Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications presents tough choices for current and aspiring professionals.

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service per one hour of CE.

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated leader.

The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.

Misconduct categories, new sanction factors and tweaks to the oversight procedure finish a process that started in 2016, General Counsel Leo Rydzewski said.

For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

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 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 results come from the College for Financial Planning’s first cohort of scholarship winners.

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