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 ...

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 CFP Board, which oversees the exam, ensures it’s comprehensive—this isn’t just a basic test of financial knowledge; it’s designed to see if you can apply that knowledge to real-life ...

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 ...

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

A business financial advisor is a hired professional who specializes in matters such as retirement planning for the ...

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 ...