The board said it will unveil programs this year to increase the representation of women in the advisory industry.

The Generative AI Ethics Guide provides a checklist to help safeguard confidentiality, verify the accuracy of AI-generated ...

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct.

“We recognize that changes to the competency standards can significantly shape the future of the profession,” says CFP Board CEO Kevin Keller. “That’s why input from ...

David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in ...

“It builds trust and credibility, showing clients and employers that a financial professional has met rigorous standards for ethics, education, and experience,” he says. The CFP Board ...

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this ...

This financial industry Hall of Fame “is uniquely focused on recognizing those who have shaped the future of holistic financial planning in meaningful and enduring ways,” according to the CFP.

The Certified Financial Planner Board of Standards has launched the Financial Planning Hall ... The nomination period runs through March 31. According to the CFP, the Hall of Fame will honor ...

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 ...

CFP Board today announced the Financial Planning ... accomplishments have transformed the profession, elevated its standards and enhanced its impact on society. The nomination period is open ...