The Certified Financial Planner Board of Standards Inc. formed a group to evaluate the necessity of requiring a bachelor’s ...

CFP Board has formed the Academic Pathways & Standards Working Group (APSWG) to evaluate the bachelor's degree requirement for CFP(R) certification as part of its comprehensive approach to reviewing ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 107,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

The recently retired chief executive officer explains why doubling the number of CFPs was so important and why the ...

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year. The Certified Financial Planner Board of Standards Inc. announced Thursday ...

K. Dane Snowden says the CFP Board must invest in technology to support expanded continuing education requirements ...

CFP Board has tapped an industry executive for a key leadership role, putting him in charge of expanding the credential-granting organization's slate of education programs for current and aspiring CFP ...

CFP Board is rolling out a suite of competency changes that will raise continuing education requirements, reshape qualifying experience and clarify what it means to be ready for independent practice ...

Globally, the profession is also becoming younger and more diverse. In 2025, 62.1% of individuals who achieved CFP® ...

CFP Board has formed the Academic Pathways & Standards Working Group (APSWG) to evaluate the bachelor's degree requirement for CFP ® certification as part of its comprehensive approach to reviewing ...

The CFP Board forms a working group to evaluate whether the bachelor's degree requirement should remain for certification ...