The board wants to expand continuing education obligations and alter the ways aspiring planners can meet their experience ...

CFPs are well-versed in various aspects of financial management, including investments, retirement planning, tax strategies, estate planning, and insurance. Many consider the CFP designation to be ...

The standard-setting group is mulling increasing continuing education requirements and requiring that CFP aspirants have certain types of financial planning-related experiences, among other changes.

The credential-granting body for financial professionals is proposing a raft of adjustments, including more CE hours and new ...

Planning your retirement can be an extensive process filled with research, financial planning ... Concern You The top mistake ...

The report builds on FFP’s earlier Case for Pro Bono Financial Planning—a study that documented widespread support among current CFP® professionals for providing pro bono service—and shows ...

CFP Board's Board of Directors is seeking public comment on nine proposals, including increasing the minimum continuing ...

Balance financial planning knowledge with core business skills. The MBA degree provides students with the skills needed to transform a planning practice into a planning business, or pursue a ...

CFP Board's goal is to ensure that the Competency ... experience that addresses at least three steps of the financial planning process. 3) Allow candidates to report and accumulate up to ...

Employer support played a crucial role for many candidates, with 33% reported receiving financial assistance from their workplace during the certification process ... demand for CFP certification as ...

Modern Wealth, under the visionary leadership of its Founder and CEO Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP®, is redefining how business owners and entrepreneurs approach business value growth and ...

The report builds on FFP's earlier Case for Pro Bono Financial Planning-a study that documented widespread support among current CFP® professionals for providing pro bono service-and shows that ...