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For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.
October 31
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Young people learn about credit cards, compound interest, the wide world of finance — and how advisors can help.
October 31
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A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.
October 30
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The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.
October 20
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The 11,000-member organization will operate as the Investments & Wealth Institute.
October 17
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The first step is to account for any obligations or costs, an expert says.
October 16
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Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.
October 5
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Most advisors loathe hitting clients up for prospects, and now they don’t have to.
October 3
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Practices can almost get rid entirely of expensive outside accounting services.
October 2
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The certification tells clients you have their best interests at heart. After that, is the name of the school important?
October 2
