Michael Kitces raised potential conflict of interest concerns regarding the CFP Board's development of continued education ...

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 ...

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

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

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 ...

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 ...

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 ...

K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 107,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

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 ...

MBE CPAs, a leading provider of accounting, tax, consulting, and other professional services, has announce today that Diane ...