Question: “I’m not happy with my current financial planning team. My situation is a bit complex because my husband is ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

The Certified Financial Planner Board of Standards has announced a record-breaking year in 2024, with the total number of certificants exceeding 100,000 for the first time. In a Thursday ...

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

The ranks of certified financial planners swelled by more than 4,000 nationwide in 2024, bringing the total to 103,093, the Certified Financial Planner Board of Standards reported in early January.

The CFP Board website provides in-depth coverage of the certified financial planner designation and instructions regarding ...

the CFP Board said. “As the standard in financial planning, CFP certification represents knowledge, competence and a commitment to ethical practices,” CFP Board CEO Kevin Keller said in a statement.

the review board includes university professors, certified financial planners, certified public accountants, entrepreneurs, analysts, economists, investors, and tax experts. Members of the board ...

The CFP® Board is a nonprofit professional regulatory organization that requires education, ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with ...

Certified financial planners can make $103,000 to $325,000, or even more if they supervise staff, according to the CFP Board's 2024 Compensation Study. As a financial planner myself, I can tell ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...