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 ...

Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only ...

One way to do that is to hire a certified financial planner (CFP) — that is, one who meets the education, training and ethics standards established and enforced by the Certified Financial ...

The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

“CFP certification will add value to my profile and boost my existing practice. I will complete my CFA, too, but the eventual plan is to become a Sebi-registered investment advisor," he added.

The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation, and it wants to hear from the public.

How Can I Find a CFP Who's Not Associated With a Brokerage? How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

TORONTO, Jan. 9, 2025 /CNW/ - Today, FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial Planner ® exam. Of the 399 ...

January is a time for setting goals, new habits and fresh starts. Here are five financial New Year’s resolutions you can set ...

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...