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Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.
March 29 -
A fever-pitch argument over whether prices and wages will rise after the giant pandemic relief packages has split financial advisors into two camps.
March 19 -
Coronavirus put the Financial Planning Association’s volunteer program to the test.
March 10 -
More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.
February 24 -
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.
February 1 -
The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.
January 29 -
Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.
January 14 -
One thing was made clear at the annual event: There’s more work to be done.
November 24 -
Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.
November 19 -
Here are prep techniques and resources for candidates taking a test that can seem daunting.
October 28CFP Board