The current guidelines for ethics and conduct and ... standards when providing financial advice that requires financial planning. CFP professionals must document information through CRM software ...

If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of ...

A professional such as a CFP can assist you in creating a personalized financial plan. Life may be full of twists and turns, but strong financial planning basics can help you stay on track toward ...

Navigate retirement planning with confidence. Actionable advice on budgeting, investing, and understanding your net worth ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

What is CFP Certification, and why is it considered the gold standard in financial planning? The CERTIFIED FINANCIAL PLANNER (CFP) Certification is a globally recognised credential that signifies ...

There are more than 200 designations and certifications available to financial professionals, comprising an alphabet soup of distinctions that confuse consumers and fellow professionals alike.

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...

Our ACBSP-accredited and CFP Board-registered MBA in Financial Planning degree is considered to be among the country's most intensive and comprehensive master-level programs for financial planning.

She also earned the CFP practitioner designation ... Retirement® approach which incorporates all aspects of financial planning. Leasha s clients span several generations and she engages ...