Financial planning professions are changing rapidly to meet clients’ shifting needs and to weather the impact of new technology That’s why the Certified Financial Planner Board of Standards has ...
The Certified Financial Planner Board of Standards Inc. today said it will publish a first-of-its-kind competency handbook for financial planning in March 2013. To be published by John Wiley & Sons, ...
Vaughn Kellerman considers the exam he had to pass to become a Certified Financial Planner the hardest he has ever had to take. Kellerman, an advisor at Cincinnati-based HCM Wealth Advisors, said he ...
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 raises ...
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Financial Planning Is Changing Fast. The CFP Board Chair on What New Advisors Need to Know.
Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...
With women currently making up a one-fourth minority of all CFP professionals, new research reveals how highlighting values and busting myths can help move the needle.
Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...
The CFP Board has unveiled a new digital ad campaign, “Quite Possibly the Perfect Job,” aimed at encouraging young people to consider a career as a certified financial professional. The initiative, ...
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