The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...

The updated Competency Standards are designed to strengthen and reinforce the value of CFP ® certification for the profession and the public, including by aligning CFP ® certification with the ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. Processing Content But before the Certified Financial Planner Board of ...

When searching for a financial planner to partner with, you’ve likely come across several different candidates. Perhaps a few of the names were followed by three distinct letters: CFP. The financial ...

Milestone highlights LPL’s enduring commitment to financial planning innovation and leadershipSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

True financial planning is a structured process entailing far more than investing.

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 ...