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 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 ...
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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 ...
A new study by the CFP Board suggests that compared to their non-certified counterparts, financial planners who've earned the CFP mark tend to be more successful and satisfied on several counts. The ...
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The CFP Board is adopting a raft of revised guidelines and standards aimed at bolstering ethical conduct and accountability among financial planning professionals. The updates, set to take effect July ...
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 ...
The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...
How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...
One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards raises ...