“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 ...

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.

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

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 ...

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

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 ...

“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 ...

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

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.

WASHINGTON, February 20, 2025--(BUSINESS WIRE)--CFP Board today announced the Financial ... have transformed the profession, elevated its standards and enhanced its impact on society.