The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

The Certified Financial Planner Board of Standards' "continually expanding role as a de facto private regulator" for CFPs ...

and professional benchmarks required by the Certified Financial Planner™ Board of Standards (CFP Board). Certified Financial Planners™ specialize in personal financial planning, helping ...

The CFP Board received Sifma's white paper Monday afternoon and as of Tuesday afternoon was "reviewing" its recommendations, a CFP Board spokesperson said in an emailed statement to FA-IQ, adding that ...

The organization that administers the coveted Certified Financial Planner credential is firing back at criticism from the ...

The securities industry group accused the board of collecting firms' proprietary information from its certificate holders.

Education Requirement: To pursue CFP® certification, you’ll need a bachelor’s degree from an accredited college or university and a CFP Board-Registered Program completion. Professional Experience: To ...

Paying a financial advisor can be worth it if you get enough value to justify the cost. But determining whether this is the ...

A financial advisor is a professional who provides money management guidance for a cost. Learn about the types of advisors and the services they provide.

Discover how the partnership between FPSB India and the Financial Advice Association Australia (FAAA) is set to expand ...

CFP Board: The CFP Board’s Let’s Make a Plan website offers a search tool to help you find certified financial planners in your area. You can filter results to get matched with a financial ...