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 creates "major regulatory, supervisory and reputational risks for the ...

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

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

The Certified Financial Planner Board of Standards has made key changes to an advertising campaign that had sparked the ire of some credential holders for making light — intentionally or ...

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 ...

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.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP ® certification mark, the CERTIFIED FINANCIAL ...

McBeath Financial Group is pleased to announce the addition of Clark Purdy, CERTIFIED FINANCIAL PLANNER™, to its wealth management team, highlighting the firm's commitment to expanding and enhancing ...

Election results are (mostly) in, and Donald Trump’s resounding victory, combined with Republican control of the Senate and ...

The AICPA Peer Review Board approved changes that align with new quality management standards for firms’ accounting and auditing practices.