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

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

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 ...

On January 1, 2025, she began serving in her new Board Chair role for CFP Board of Standards and CFP Board Center for Financial Planning. “Leading CFP Board is truly an honor,” said Miller.

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 ...

We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...

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

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 ...