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

These marks are owned by the CFP Board, which sets and enforces the requirements to become a certified financial planner. The ...

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.

The CFP Board’s controversial new advertising campaign, titled “Quite Possibly The Perfect Job,” has gone viral, but not in the ways the organization intended. A number of CFP practitioners ...

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 ...

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

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

Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only 101,415 are CFPs. Sign up for stock news with our Invested newsletter. "If you're serious about personal ...

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 ...

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 Board, which oversees the exam, ensures it’s comprehensive—this isn’t just a basic test of financial knowledge; it’s designed to see if you can apply that knowledge to real-life ...