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

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

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

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 ...

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 ...

“We recognize that changes to the competency standards can significantly shape the future of the profession,” says CFP Board CEO Kevin Keller. “That’s why input from ...

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

WASHINGTON, Dec. 17, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors is seeking public comment on the proposed changes to the Competency Standards for CFP ...

The Certified Financial Planning Board of Standards has long sought to diversify the ranks of financial professionals who ...