Continuing education

Many planners see this exam as a must-have credential. Want to ace it? Have a plan.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

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.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

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

Changes to how the group educates advisors is just one of the many transformations in the offing.

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

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

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.

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.

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

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

So many terms, so little time. Test yourself using our third installment of our quiz series.