To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

The requirements for qualification to use the Certified Financial Planner designation could change after a review by a newly appointed Competency Standards Commission, the CFP Board of Standards ...

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 ...

Certified Financial Planner (CFP ®) certification plays a major role in the growing demand for financial-advisory professional services. Although it is not legally regulated, and as such it doesn't ...

AI was used in the creation of this article. The article was reviewed, fact-checked and edited by a content review team. We might earn a commission if you make a purchase through one of the links.

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER ® certification. The exam covers the following areas: Professional Conduct and Regulations, General Principles of ...

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 ...

Financial Advisor, Trenton Murfin of the financial services firm Edward Jones in Quincy has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification ...

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, ...

CFP® vs CPA General Requirements CFP® Certification Requirements The CFP® Board oversees the CFP® certification, a prestigious credential in the financial planning sector. Personal finance experts are ...