CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, CFP®, CPA, CFA®.The Board of Directors is the policymaking and oversight body ...

WASHINGTON, D.C., September 18, 2025 — CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent ...

Saying efforts to increase the number of women CFP planners have "not been enough," the CFP Board of Standards has launched an initiative to boost the representation of women in the planning ...

The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning profession. To address female underrepresentation in ...

• CFP Board Promotes Public Trust With 11 Actions ( tmcnet.com) — The CFP Board has permanently barred David Dodson from ...

The Certified Financial Planner Board of Standards is revising its website information on how advisors are paid, according to Kevin R. Keller, CEO of the CFP Board. Some advisors and financial thought ...

The CFP Board announced that 3,214 candidates took its Certified Financial Planner certification exam in July, setting a record for a July testing. The pass rate was 64%. This followed the largest ...

It appears that having an elite financial certification isn’t a guarantee that the holders need never face personal financial woes themselves. Of all the categories of conduct that will land a ...

More advisors than ever are pursuing the Certified Financial Planner designation — the most popular professional mark in the wealth management industry. And they're not just signing up in greater ...