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 ...
Investopedia / Michela Buttignol The certified financial planner designation is offered by the CFP Board of Standards and is for professionals who have extensive experience and knowledge of ...
The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...
Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only ...
"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 ...
While all these programs cover the same material, the CFP Board does not endorse any ... asks Jamie Hopkins, a certified financial planner and finance professor of practice at the Creighton ...