As a Certified Financial Planner®, I've seen all sorts of investment mistakes. And while getting your general investment strategy right is the most important part of a solid long-term wealth creation ...

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 ...

Explore the evolution of finance careers from advisors to life planners, emphasizing purpose, impact, and the importance of ...

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

Thinking about doing a 401 (k) rollover? It may now be harder to determine who is a true, full-time fiduciary — and thus ...

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 ...

Boston Institute of Finance (BIF), a Colibri Group organization, announced its acquisition of the Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement ...

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

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