CFPs

Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

Young people learn about credit cards, compound interest, the wide world of finance — and how advisors can help.

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.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

The 11,000-member organization will operate as the Investments & Wealth Institute.

The first step is to account for any obligations or costs, an expert says.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

Practices can almost get rid entirely of expensive outside accounting services.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

The door has closed for public comments on the board’s propositions. While some industry heavyweights commended them, critics call out contradictions.

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

A new toolkit is being offered to students before the next test sitting in November.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

Some predict the new standards will push more planners to drop their CFPs.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.