The CFP Board is adopting a raft of revised guidelines and standards aimed at bolstering ethical conduct and accountability among financial planning professionals. The updates, set to take effect July ...

In addition to the education and examination components of certification, Wangen also has committed to abiding by the CFP Board's Code of Ethics and Standards of Conduct. Wangen's office is located at ...

Financial Advisor Brian Fedje of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial ...

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 ...

The founder and owner of a financial planning firm in Old Lyme has been permanently barred from seeking certification from a national standards board following disciplinary action taken by the state ...

The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...

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 ...

WILLMAR — Financial adviser Jeanne Ashburn of the financial services firm Edward Jones in Willmar has received certification in financial planning. The Certified Financial Planner designation is ...

WILLMAR — Financial adviser Jennifer Shinn of the financial services firm Edward Jones in Willmar has received the certified financial planner credential granted by the Certified Financial Planner ...

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 ...

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, ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...