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 ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most ...

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

Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE.

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

Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...