The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

While serving in the Army, Han Xue had worked in the public health field. But his curiosity and doubt over his financial ...

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I spoke with L.J. Jones, a CPA, CFP®, and Certified Student Loan Professional with Developing ... Don't know where to start?

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

Investopedia ... certification for financial planners. To earn a CFP, candidates must have a bachelor's degree from a college or university, and either 6,000 hours of financial planning experience or ...

A $50 million blowout in compensation claims under a scheme introduced after the Hayne royal commission poses an “existential threat” to the financial planning industry, advisers say.

Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when ...