The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

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

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 ...

"Leading CFP Board is truly an honor," said Miller ... s degree from Columbia University. She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the CFA® designation ...

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

MUMBAI: The Financial Planning Standards Board of India (FPSB India), the Indian subsidiary of FPSB. and the global ...

CFP Board announced that Liz Miller ... University of Pennsylvania and her master's degree from Columbia University. She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the ...

FPSB India introduces a new online course, Psychology in Practice, aimed at enhancing financial planners skills in ...

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

In 2023, Jain discovered certified financial planner (CFP) certification. The curriculum appealed to him. "I could get an in-depth understanding of how to do financial planning. I have completed ...