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 ...
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 ...
One of the biggest mistakes is entering retirement without a clear, actionable plan. Many underestimate future expenses, ...
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 ...
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Here’s the Real Cost of Failing To Save for Retirement, According to Gen X
Gen X reveals the hidden cost of not saving for retirement and why it could derail your financial future. Learn what’s at ...
Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Revolutions aren’t just a thing of history—they’re happening right now. From ...
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 ...
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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