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 ...

WASHINGTON, January 07, 2025--(BUSINESS WIRE)--CFP Board announced that Liz Miller, CFP®, CFA® has ascended to the role of Chair of its Board of Directors. In this leadership role, Miller leads ...

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

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

Natalie Wolfsen joins FFP Board of Trustees, as Tony Svach takes over as Chair, with Yonhee Gordon, CFP®, assuming Vice Chair role Washington, D.C., Jan. 14, 2025 (GLOBE NEWSWIRE) -- Foundation for ...

CFP®, CFA® has ascended to the role of Chair of its Board of Directors. In this leadership role, Miller leads the professional body that certifies over 100,000 financial planning professionals across ...

The new proposal would specify that that experience must be related to at least three of what the CFP board deems the seven steps in the financial planning process. Those steps include things like ...

I’m 54 years old and can retire in 2 years with a pension of $6,000 a month (net). I have $800,000 in my 401(k) and 457 plan, and I have a mortgage of $90,000 at 5.25%. I’m planning to move to Florida ...

The CFP Board is looking ... one of the seven elements of the planning process, such as identifying a client’s goals or presenting recommendations. The board is now proposing to require aspiring ...

Discover how financial advisers can empower women in South Africa by addressing financial inequalities and building trust.