A CFP can help you create and implement a financial plan, manage certain areas of your finances, and update the financial plan as your life changes. “CFPs tend to be far less transactional ...

Discussions revolved around the growing importance of financial planning and the ever-expanding role that CFP® professionals play in it. At the Conclave, several key initiatives were launched, ...

Certifications show that the planner has gone through training and is committed to professional standards. They also show expertise in specific areas of financial planning. For instance: A Certified ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards ...

CFP Board's goal is to ensure that the Competency Standards remain modern, relevant and practical for the evolving financial planning profession. To develop the proposed recommendations ...

Balance financial planning knowledge with core business skills. The MBA degree provides students with the skills needed to transform a planning practice into a planning business, or pursue a ...

The Certified Financial Planner ... Nov. 6-13 testing window to 3,755 candidates, with 6% of candidates testing remotely. This is the second-largest number of people to ever sit for a CFP exam ...