The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

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 ...

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 ...

“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 ...

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 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 ...

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.