The Certified Financial Planner Board of Standards has released a guide to advising on cryptocurrency-related assets that covers topics such as fiduciary duty, satisfying the duty of competence, ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Vaughn Kellerman considers the exam he had to pass to become a Certified Financial Planner the hardest he has ever had to take. Kellerman, an advisor at Cincinnati-based HCM Wealth Advisors, said he ...

The board charged with certifying financial planners across the country will relocate its headquarters from Denver to D.C. this year. “We really want to be where the movers and shakers are,” said Bob ...

The CFP Board said there are now more than 100,000 Certified Financial Planners, a milestone in the organization’s effort to grow its ranks and make the CFP credential a must-have for financial ...

The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

In recognition of Black History Month, the CFP Board is spotlighting the strides and achievements of Black certified financial planner professionals, emphasizing its dedication to fostering diversity ...

Time to retire the financial planning industry's aging fictional ambassadors. The Certified Financial Planner Board of Standards said Monday that it's ditching its sober-toned advertising campaign of ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...