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.

“CFP certification will add value to my profile and boost my existing practice. I will complete my CFA, too, but the eventual plan is to become a Sebi-registered investment advisor," he added.

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE.

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.

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

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...

January is a time for setting goals, new habits and fresh starts. Here are five financial New Year’s resolutions you can set ...