"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 ...

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 ...

How should I handle my concerns about substance abuse and addiction issues within my family as I’m completing my estate planning?

The Certified Financial Planner Board of Standards said it has recently imposed sanctions on 13 holders of the CFP designation in connection to a variety of past misdemeanors and allegations, ranging ...

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.

Step-by-step guide on how to become a Certified Financial Planner (CFP) in India and career opportunities explained.

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 ...

There are several ways to incorporate investor psychology into your practice, such as pursuing online courses or hosting client education events. These are still good avenues to explore, but Janus ...

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, ...

FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB Ltd.), along with other global network organisations, is pleased to announce the ninth annual World Financial ...

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 ...

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, ...