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Number of CFPs hits new global high
The latest numbers point to four booming markets for financial planning professionals, including two double-digit growth hotspots.
Empowering a diverse client base
Advisor left Venezuela after the rise of President Hugo Chavez, quickly identifying a gap in the US financial planning space.
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.
Pro bono work gives advisers way to go beyond helping the rich get richer
The payoff for pro bono work doesn't show up on the bottom line. It’s in the returns you get from touching someone’s life at a vulnerable moment.
Pass rate for July CFP exam steady at 62%
The next exam, set for Nov. 2-9, will be offered both online and onsite.
Tips for earning continuing education credits in a virtual environment
It's not easy to keep up with the credits you need under normal circumstances, and the pandemic has made it even harder.
Eileen Sharkey remembered as legendary financial planning pioneer
Sharkey leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
CFB Board says July CFP exam can be taken remotely
Candidates will have the choice of taking the test in person or via remote proctoring in November as well.
CFP Board schedules exam for March
The CFP exam will again include a remote proctoring option for eligible candidates.
COVID accelerates the evolution in key financial planning trends
Women Adviser Summit speaker Shannon Spotswood of RFG Advisory says the pace of change in the advisory business 'has been put on steroids' and explains how to future-proof your business.
Planners increased pro bono work 7% during pandemic
CFP holders helped 7,839 underserved individuals last year, the Financial Planning Association says.
