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 Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...

The University of Delaware’s Alfred Lerner College of Business and Economics is partnering with the Schwab Advisor Services ...

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.

Certified financial planner Siddharth Tamboli (30) completed his CFP certification in 2015 and has created 1,000 financial plans so far. "My mentor told me about this certification when I was in ...

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

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 ...

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 ...