The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. The CFP Board — which provides its marks to ...

Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...

The Certified Financial Planner Board of Standards has taken a step toward increasing the sanctions imposed on advisors holding the CFP mark who do not live up to the board’s requirements, the board ...

The Certified Financial Planner Board of Standards has announced a record-breaking year in 2024, with the total number of certificants exceeding 100,000 for the first time. In a Thursday announcement, ...

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s ...

The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.

The Certified Financial Planner Board of Standards is revising its website information on how advisors are paid, according to Kevin R. Keller, CEO of the CFP Board. Some advisors and financial thought ...

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct. The Certified Financial Planner Board of Standards has ...

CFP Board today announced the inaugural inductees to the Financial Planning Hall of Fame, a new annual recognition program honoring visionaries whose transformational contributions have shaped the ...