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

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.

In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising ...

In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered ...

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

Sifma has long taken issue with the CFP Board’s rules for its members, but it went further this week, publishing a whitepaper to make the case that the group acts as a “de facto, private ...

In recognition of the overlap between CPAs and CFP® professionals, the Certified Financial Planner Board of Standards, Inc. (CFP Board) provides an accelerated path for professionals with select ...

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of 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 ...

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 ...