The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

"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 ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

As the federal government shutdown stretches past its second week, hundreds of thousands of workers are feeling the squeeze—and financial advisors say the crisis is laying bare how vulnerable many ...

Are you looking for flexibility and independence in your career, without sacrificing your earning potential? If so, then these three career fields are worth looking into: Real Estate As a real estate ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

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.

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, ...

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 ...

CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical financial advice, and ...

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical ...

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 ...