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

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

The securities industry group accused the board of collecting firms' proprietary information from its certificate holders.

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

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

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 ...

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 ...

How hard is the CFP® exam...really? Discover what to expect, exam format, difficulty compared to similar exams, and tips for passing on your first attempt.

The CFP Board is defending itself against charges from a leading Wall Street trade organization that it acts like a “de facto private regulator,” adding to compliance headaches for financial ...