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 ...

Financial advisors can earn several professional designations and certificates, and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP.

If you're interested in becoming a certified financial planner, you'll first need to pass the CFP exam. There's a certain amount of planning and preparation that goes into it, including completing ...

Investment advisers want the continuing education that they must complete for professional designations and licenses to count toward a proposed new education requirement from state regulators. In ...

The American College of Financial Services is revamping the chartered financial consultant designation to focus on applying strategies to client situations and including new coursework on topical ...

The Certified Financial Planner Board of Standards is proposing to require individuals who want to become a CFP to prepare an integrated, written financial plan and present it. The CFP Board has ...

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 ...

AUSTIN, Texas, May 1, 2019 /PRNewswire/ -- The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ ...

A finance professor at San Diego State University has been hired as the CFP Board's director of education, the board announced today. David Nanigian, a CFP with Ph.D. and M.B.A. degrees, will be based ...

WASHINGTON, May 9, 2017 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. ("CFP Board"), today announced that CFP® professionals can now report continuing education (CE) when taking ...