Financial planning body claims the second year of more than 10,000 CFP candidates as another proof point showing the value of ...

CFP Board survey shows most clients still confident in hitting long- and short-term goals despite an unsettled economy and ...

The CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a guide to assist CFP professionals in using generative artificial intelligence (AI) in ...

Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...

The number of CFP professionals reached a high of 103,093 last year, an increase of 6,541 over 2023, according to the Certified Financial Planner Board of Standards. And while the states with the most ...

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WASHINGTON--(BUSINESS WIRE)--CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ® professionals in using ...

CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research initiative. The initial findings reveal that Americans who work with ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning profession. To address female underrepresentation in ...