Brett Bissell co-founded Luminate Wealth Management with Robert Grimm, drawing on over 27 years of experience in wealth ...

We are one of the founding undergraduate CFP Board-registered programs in the United States and have been graduating students eligible to sit for the Certified Financial Planner TM exam for over 35 ...

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

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 ...

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 ...

To maintain the CFP® certification’s high standards, the CFP Board has an ethics requirement. Personally, I think this should be a requirement in more careers than it is! After all, having the ...

Discover the best CFP® courses for every budget and learning style. Compare top programs to find the ideal fit for your path ...