Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for ...

Integrating tax planning and financial strategy with CFPs and CPAs ... making coordination between the plan and the investments an easy process. A CFP must adhere to a fiduciary standard, meaning ...

Strengthen awareness of financial planning among consumers ... Following the nomination process, the CFP Board Selection Committee will evaluate submissions and recommend candidates for induction ...

CFP Board today announced the Financial Planning Hall of Fame ... Following the nomination process, the Committee will evaluate submissions and recommend candidates for induction to the Board ...

Selection Process CFP Board has formed a 2025 Selection Committee that brings varied perspectives and a deep understanding of the financial planning profession’s growth over the past five decades.

To get that you'll need to complete coursework on financial planning through a CFP Board Registered Program, have a bachelor's degree, and take the CFP exam. To become an independent financial ...

Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment Strategy Institute. A new undergraduate track Duquesne University plans to unveil ...

Seek out financial planners who have a CFP. At that point, your job is half done. The Financial Planning Association ... to help you understand their process and fees (there's a good list here).

credited Keller with transforming the CFP Board and the financial planning profession itself. "Under his stewardship, CFP Board has achieved unprecedented growth and awareness while elevating the ...

The Board of Directors has initiated a planned succession process to ensure a smooth leadership transition. “Kevin's visionary leadership has transformed CFP Board and the financial planning ...