CFPs

Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.

The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.

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.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

One thing was made clear at the annual event: There’s more work to be done.

Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.

Here are prep techniques and resources for candidates taking a test that can seem daunting.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

Director tenures, nominations and committees are changing after an independent task force identified weaknesses.

Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.