On Oct. 8, the world paused to observe World Financial Planning Day—an annual event meant to raise awareness of the power and ...

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 ...

Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and ...

"It's a privilege to welcome Nicole and Chad to our Board of Directors," said CFP Board Chair-Elect Terri Kallsen, CFP ®. "They bring rich experience in the financial services ecosystem and a devotion ...

Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI has ...

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.

FP Canada has recognized seven professionals for their contributions to the financial planning profession. 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, ...

DENVER, COLO – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession, has announced Lelané Bezuidenhout, CFP from South Africa, and ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 106,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

St. Petersburg, Fla., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed five financial advisors with The Manning Companies (TMC) in San Diego to Raymond James Financial ...

Oman Investment Authority becomes the first in Oman to complete an in-house Director Development Programme with GCC BDI; ...