The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

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MBE CPAs, a leading provider of accounting, tax, consulting, and other professional services, has announce today that Diane ...

The experienced executive from Silverchair and Deloitte is stepping into a newly created role overseeing initiatives to ...

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CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.

K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

Obtaining a certified financial planner credential can enhance your expertise and credibility as an advisor. To become certified by the CFP Board, you'll need to complete education, exam, ethics and ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...