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

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 ...

The CFP Board, which sets voluntary standards for more than 101,000 financial planners who hold its certificate in the U.S., has overstepped its authority and become a “de facto regulator ...

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 Board marks a milestone in 2025 as it turns 40, but as well as an important anniversary it will also be marking a historic period for the diversity of its board of directors. In announcing ...

The Securities Industry and Financial Markets Association is accusing the CFP Board of acting as a “de facto, private regulator” for its certificants and is urging the organization to instill ...

WASHINGTON, Oct. 22, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors has elected two new members: Debra BenAvram and Rose Palazzo. The Board of Directors is 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 ...

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 (CFP) designation is granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board). It indicates proficiency in education, examination, experience and ...