The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% ...
K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.
CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective ...
In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year.
HNWIs require strategic planning to preserve their wealth.
The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity ...
New data show LPL, Edward Jones, and other national players leading amid a surge in credential holders, with more women and ...
See how financial therapy helps people manage financial stress and improve money behaviors. Learn about the role, benefits, ...
New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...
K. Dane Snowden, the chief operating officer of CFP Board, has been elevated to chief executive officer, succeeding Kevin R. Keller, who is retiring after nearly two decades. The appointment of an ...
After evaluating a broad field of internal and external candidates, including leaders from the financial services and wealth management industry as well as association executives, our Board determined ...
Discover the latest press releases from Inspire Confidence Group, a Private Wealth Advisory Practice of Ameriprise Financial ...
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