Financial advisors with the CFP designation should be aware of the CFP Board's latest Code of Ethics and Standards of Conduct that took effect last year. The current guidelines for ethics and ...

Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their ...

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 ...

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However ...

As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important ...

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 CERTIFIED FINANCIAL PLANNER (CFP) Certification is a globally recognised credential that signifies expertise in financial planning. It is considered the gold standard in the field due to its ...

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

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.

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