CFPs

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.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

The good, the bad and the downright inexplicable in the suggested changes.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Claiming above-the-line tax write-offs doubles the standard deduction.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

The strategy could provide lifelong cash flow by trimming longevity risk.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Their use has jumped 1,035% with assets topping more than $1 trillion.

The board will release new proposed revisions and seeks additional public comments.

A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.

This year's additions to our expanded annual list of CFP Board-registered degree programs.