More advisors than ever are pursuing the Certified Financial Planner designation — the most popular professional mark in the wealth management industry. And they're not just signing up in greater ...

Wondering what the pass rate for the CFP® exam pass rate sits currently? According to the CFP Board, the most recent pass rate was 64%, meaning that for every 10 candidates who sit down, three or more ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

The financial planning profession offers exactly the qualities many women college students and career changers are seeking, according to CFP Board’s latest research report Advancing Women in Financial ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

Today, Origin, the all-in-one personal finance app, introduced its AI financial advisor – the first system designed to provide certified financial planner–level guidance to everyday Americans. Built ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

The CFP Board announced that 3,214 candidates took its Certified Financial Planner certification exam in July, setting a record for a July testing. The pass rate was 64%. This followed the largest ...

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the ...

Thinking about taking the CFP® exam for the first time? Second? Third? You may be wondering how many chances you actually get in your lifetime. And that’s a valid question, considering this exam is ...