The CFP Board maintains a list of qualifying educational programs. It's essential to ensure that your coursework meets their requirements to avoid delays in your certification journey. Some ...

The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation, and it wants to hear from the public.

There are more than 200 designations and certifications available to financial professionals, comprising an alphabet soup of distinctions that confuse consumers and fellow professionals alike.

ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with completing the financial planning coursework and passing the CFP® Certification Examination, ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

A certified financial planner, or CFP, specializes in providing ... is a professional accountant who has met specific licensing requirements. They must pass the Uniform Certified Public Accountant ...

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with completing the financial planning coursework and passing the CFP® Certification Examination, ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...

Peter W Post, CFP, founder of Post Investment Management in Charlotte, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, ...

The certified financial planner, or CFP, designation is often considered the standard of excellence for financial planners. It's a mark of an advisor's commitment to providing the best holistic ...