Vaughn Kellerman considers the exam he had to pass to become a Certified Financial Planner the hardest he has ever had to take. Kellerman, an advisor at Cincinnati-based HCM Wealth Advisors, said he ...

The requirements for qualification to use the Certified Financial Planner designation could change after a review by a newly appointed Competency Standards Commission, the CFP Board of Standards ...

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 ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today ...

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 ...

Financial Advisor Brian Fedje of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial ...

The board charged with certifying financial planners across the country will relocate its headquarters from Denver to D.C. this year. “We really want to be where the movers and shakers are,” said Bob ...

Time to retire the financial planning industry's aging fictional ambassadors. The Certified Financial Planner Board of Standards said Monday that it's ditching its sober-toned advertising campaign of ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Updates focus on growing collaboration between planners and clients. The Financial Planning Standards Board Ltd. has updated global financial planning standards to reflect the growing importance of ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 98,000 CFP® professionals in the United States, today ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...