Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

“I’m thrilled to step into this role,” said Chien. “I’m eager to build on CFP Board’s legacy of excellence in step with the evolving financial planning profession.” Chien holds a Ph ...

CFP Board today announced the appointment of Chia-Li Chien, Ph.D., CFP ® as its Managing Director of Professional Practice. Chien will oversee CFP Board's competency standards for certification, ...

Smart financial planning can set your family up for success. Learn 7 key strategies every parent needs to secure their ...

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

In addition to ensuring your own financial security ... CEO of Sexton Advisory Group. “If you’re planning to have children in the near or long-term future, this isn’t an expense you want ...

The guide outlines practical steps for CFP professionals ... New working group to explore how AI is transforming financial planning This year, the CFP Board will form an external AI Working ...

“Women's moment in financial planning isn't coming – it's now,” CFP Board chair Liz Miller said on Thursday, emphasizing the program's potential to "reshape our profession.” As part of the ...

Typical financial planning often involves a mechanical process: collecting historical data, analyzing your current financial situation and creating a standard plan that covers retirement ...