CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, ...
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 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 ...
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, ...
Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...
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.
Saying efforts to increase the number of women CFP planners have "not been enough," the CFP Board of Standards has launched an initiative to boost the representation of women in the planning ...
WASHINGTON, D.C., September 18, 2025 — CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent ...
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 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 ...