Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification ...
The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...
While the CFP Board supports the proposal, the FPA has expressed concerns about the DOL rule potentially raising compliance costs for members, increasing the cost of advice and reducing access to ...
When searching for a financial planner to partner with, you’ve likely come across several different candidates. Perhaps a few of the names were followed by three distinct letters: CFP. The financial ...
Kevin Keller knew the CFP Board was getting its message across when he saw the popular New York Times columnist Tom Friedman start off one of his recent columns with a reference to one of its ad ...
Among the 10,437 candidates testing this year, 6,763 candidates passed. The CFP Board announced a record year for its Certified Financial Planner certification exam, with 10,437 candidates testing in ...
A coalition of national financial planning organizations is urging the Department of Labor to stay the course on a proposed fiduciary rule aimed at protecting retirement investors. In a joint open ...
Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If retirement is on your horizon for 2025, now is the time to prepare. A ...
The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. The CFP Board — which provides its marks to ...
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