The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow candidates with long-ago blemishes on their records to avoid formal ethics hearings ...

The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...

CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP ® certification. CFP Board upholds its Fitness Standards through the peer-review process set ...

Federal government employees are facing unprecedented career uncertainty, making informed financial decisions more critical than ever. To help navigate these challenges, CFP Board is offering a ...

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...

CFP Board announced the launch of Accelerate & WIN, a comprehensive program designed to accelerate the growth, influence and leadership of female CFP professionals.

A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.

With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...

With key Tax Cuts and Jobs Act (TCJA) provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER ® professionals warn of major risks to their clients' financial ...

That’s going to hurt my team." One of the main qualms about the current CFP system was teams in conferences like the SEC and Big Ten having tougher opponents than others, especially at the start ...