Obtaining a certified financial planner credential can enhance your expertise and credibility as an advisor. To become certified by the CFP Board, you'll need to complete education, exam, ethics and ...

The Certified Financial Planner Board of Standards is proposing changes to the rules governing the experience that planners need before qualifying for the CFP mark, and one change would make life a ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

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 ...

Chances are, you’re sorting through a long list of three-letter certifications that promise to improve your career and set you apart from the majority. One option you’ve probably heard of is Certified ...

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I didn't think this day would ever come, but on July 15, I received an email from the Certified Financial Planner Board of Standards Inc. that said: “Congratulations! You are now a certified financial ...

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 ...