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

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

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.

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 Securities Industry and Financial Markets Association outlines frustrations around rules that overlap with SEC and Finra ...

The partnership seeks to offer greater collaboration between financial planning communities in India and Australia.

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 ...

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