The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

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

The CFP Board, the body that grants the Certified Financial Planner certification for financial ... a slew of proposals to revamp its competency standards. The proposed changes, which follow ...

FPSB India introduces a new online course, Psychology in Practice, aimed at enhancing financial planners skills in ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

The MBA and Certificate program in Financial Planning is registered by the Certified Financial Planner Board of Standards Inc. (CFP Board) in Washington DC. Candidates who plan to sit for the CFP ...

Don't assume it's just like budgeting for groceries, but bigger. According to the Certified Financial Planner Board of Standards, nearly one-third of lottery winners eventually go bankrupt ...

These three advisor designations are looked after by certification bodies ... best interests ahead of theirs. Financial advisors can be held to different standards of care depending on their ...

Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...

The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and ...