The certified financial planner organization has pledged to expand access to ‘competent, ethical financial advice.’ ...

CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning ...

The credentialing body for CFP professionals also has retirement security, consumer education, and preserving tax-exempt status for nonprofits on its lobbying agenda.

CFP Board released the following new public policy priorities: • Adopt a fiduciary standard for all financial advice, making fiduciary duty a legal requirement for all who provide financial advice.

CFP Board 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 protect the ...

The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

Beginning October 1, Certified Financial Planner professionals will pay $100 more for the annual certification fee, the CFP Board announced in a memorandum to its members on Tuesday. The increase is ...

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 number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date. The CFP Board reported a record number of new Certified Financial Planner ...

The CFP Board elected Terri Kallsen as its 2026 board chairwoman, the organization announced Wednesday. The organization, which is responsible for conferring the CFP certification and establishing ...

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 leader. The Board of Directors has ...