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

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

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

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 ...

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 ...

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 ...

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