CFPs

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.

Financial advisor Hannah Moore and more than 60 presenters are expanding access to instruction and networking for aspiring and underrepresented advisors.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

The change will affect continuing education immediately and certification examinations starting in March 2022.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

A fever-pitch argument over whether prices and wages will rise after the giant pandemic relief packages has split financial advisors into two camps.

Coronavirus put the Financial Planning Association’s volunteer program to the test.

More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.

A new committee staffed by CFP pros and others is tasked with refreshing what consequences advisors will face for failing to comply with the board’s standards.