The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards ...

Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

The pass rate for the November exam was 62%. Certified Financial Planner Board of Standards, Inc. Logo (PRNewsfoto/Certified Financial Planner Boa) In 2024, a total of 10,437 candidates took the ...

The Securities and Exchange Commission recommends that you visit the Certified Financial Planner Board of Standards website to verify a financial planner’s credentials and check to see if the ...

The program’s curriculum has been approved by the Certified Financial Planner Board of Standards. After successfully completing the PFP courses, you will be eligible to sit for the national CFP® ...

As a college student, you have the opportunity to explore many exciting career options. One avenue you may not have ...