CFPs

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

The hiring plans coincide with the firm's rollout of its digital advice offering, UBS Advice Advantage, which is offered through its call center.

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

The products can offset potential losses from lowered state and local deduction limits.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.