For example, to be a certified financial planner (CFP), you have to follow the CFP Board's Code of Ethics and Standards of Conduct, which includes acting as a fiduciary. The CFP's fiduciary ...

says Jantz Hoffman, executive director of the Certified Student Loan Advisors Board of Standards, a nonprofit that trains financial planners to help their clients make student loan decisions. “And ...

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

KIPP DC College Preparatory implements new financial literacy standards, teaching students financial literacy and work-based ...

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 ...

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

While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, ...

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

Even though I worked in financial literacy for years, I know there's still more left to learn about money. I've been working with my financial planner ... While I'm on board with financial ...

Whether you create your own financial plan or engage in financial planning with a professional, such as a Certified Financial ... Read our editorial standards. Please note: While the offers ...