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

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 CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation, and it wants to hear from the public.

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 ...

The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

The CFP Board announced Tuesday that Liz Miller has started her role as chair of the board of directors, as of January 1. Miller, founder and president of Summit Place Financial Advisors LLC, will be ...

WASHINGTON, Dec. 17, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors is seeking public comment on the proposed changes to the Competency Standards for CFP ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...

WASHINGTON, January 07, 2025--(BUSINESS WIRE)--CFP Board announced that Liz Miller, CFP®, CFA® has ascended to the role of Chair of its Board of Directors. In this leadership role, Miller leads ...