Displaying 311 results
CFP Board sees record participation at March exam
The community of certified financial planners is closing in on a milestone.
CFP Board unveils scholarship for aspiring women planners
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
Edward Jones leads the way in adding CFPs
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
FPA, CFP Board diverge on DOL investment advice proposal
While the CFP Board supports the proposal, the FPA has expressed concerns about the DOL rule potentially raising compliance costs for members, increasing the cost of advice and reducing access to advice for some.
CFP Board lauds progress among Black financial planning professionals
Professional body for financial planners reflects on achievements and pledges continued support.
Survey finds CFPs are in the money
'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.
Number of CFPs, those taking credential exam both hit records in 2023
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
DOL hearing parses intersection of ‘best interest’ and annuity sales
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
What’s behind financial planning renaissance?
Industry insiders explain the transformation from a time when investment selection was king to a more complicated era for clients, who want their lives to have meaning, purpose and legacy.
FPA launches program to attract members from Ameriprise
An advocate questions whether the CFP credential's fiduciary obligation can apply in a firm where advisors are dually registered.
You and your acronyms: Will a new designation join a long list of financial advisor titles?
The M2SD designation was launched in November 2022. Will advisors gravitate to it like they have the CFP and other titles?
Can Jaylen Brown bring a Black Wall Street to Boston?
Celtics star has been awarded the largest contract in NBA history but financial planner, while commending Brown's efforts, says wealth inequality is a complex issue.
Advisors find rewards in pro bono work
From teaching inmates financial literacy to working with divorced women, CFP Board's initiative is resonating with advisors.
Legislation would allow use of 529 funds to finance training for CFP credential
The American Institute of CPAs is also backing the measure because it would cover expenses related to the CPA exam.
Women gain momentum in new CFP numbers but overall percentage is stuck
Kate Healy, managing director of the CFP Board's Center for Financial Planning, focuses on the increase in the number of new female CFPs.
CFP Board survey indicates inflation is a concern for 9 in 10 Americans
Advisors say the results of the poll reflect what they're hearing from their clients these days: Upward pressure on prices is 'a hot topic.'
CFP Board launches new round of ads to promote credential
The organization urges viewers to hire a CFP — 'It's gotta be a CFP' — in its most direct appeal since the public awareness campaign launched more than a decade ago.
Student athletes’ NIL deals give advisors the ability to create change
Financial advisors can play an active role in the success of student athletes with name, image and likeness deals, but they need to speak the language of their young clients.
Hundreds of pages of regulations amount to nothing until they’re enforced
We don't know how Reg BI or the CFP credential's fiduciary standard work in practice because there has been no substantial punishment for violating them.
FPA takes CFP Board at its word that it won’t crowd onto association’s turf
The CFP Board's decision to split itself into two nonprofits would allow it to establish a membership organization, but groups like FPA don't expect it to do so.
