A professional such as a CFP can assist you in creating ... What is meant by the term "financial planning"? Financial planning refers to the process of achieving financial security by considering ...

Navigate retirement planning with confidence. This guide provides actionable advice on budgeting, investing, and ...

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

As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how ...

The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...

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

The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...

Gain experience: There is no substitute for real-world experience. That's why CFP® certification requires 6,000 hours of professional experience related to the financial planning process or 4,000 ...

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

CFP professionals and the financial planning profession understand the opportunities and risks." "[It] should include guidance on educating the advisor on the risks of using AI technologies," he said.

CFP Board upholds its Fitness Standards through the peer-review process set forth in the Procedural ... to believe that Respondent’s current financial circumstances demonstrate an inability ...

Other at-risk financial planning goals include charitable giving strategies ... hurdles that must be overcome as part of the legislative process. To gain insight into how taxes affect CFP ...