The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

A new study by the CFP Board suggests that compared to their non-certified counterparts, financial planners who've earned the CFP mark tend to be more successful and satisfied on several counts. The ...

CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.

The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...