Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

The Financial Planning Association said yesterday that it has bestowed the 2024 Heart of Financial Planning Award on three planners who have shown a commitment to bettering the profession. The three ...

The Financial Planning Association is launching a portal, FPAi, that will serve as an AI content library for its members.

The Financial Planning Association and the “Journal of Financial Planning” announced that three academic researchers have earned the 2024 Best Research Award for their contributions to advancing ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

The CFP Board, which markets its advisors as the industry's most trusted professionals, directs consumers to a search tool that buries thousands of customer complaints, regulatory violations and ...

Financial Planning Association CEO Patrick D. Mahoney died Saturday after a long battle with cancer, the organization said ...

The CEO who ushered in greater stability at the Financial Planning Association under centralized leadership and collaboration died of cancer. Patrick D. Mahoney, 62, died Feb. 1 after "after a long ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today. The award is ...