WASHINGTON, D.C., September 18, 2025 — CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent ...
New CFP Board sentiment data shows financial advisors' clients feel more upbeat about their finances even as affordability ...
The CFP exam is a computerized six-hour, 170-question beast of an exam designed to test your ability to apply a range of ...
“The credibility of CFP ® certification rests on standards that are fair, transparent and consistently applied,” said CFP Board CEO K. Dane Snowden. “These proposals recognize individual circumstances ...
The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.
CFP Board today announced the appointment of Elizabeth (Liz) S. Lacey as Managing Director, Professional Practice, an ...
The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. Processing Content The CFP Board — which ...
The CFP Board is looking to make changes to its procedural rules which would help create a more efficient review process for individuals applying for certification. The professional ...
Over 100,000 financial advisors with the CFP designation are going to start paying more for the mark come this fall. Processing Content On Tuesday, the CFP Board announced that it would be increasing ...
The CFP Board’s new Board Chair and the Financial Planning Association’s new president started their new terms at the beginning of the year. Terri Kallsen began her term on Jan. 1 as the CFP Board’s ...
CFP Board CEO Kevin Keller will retire next year after nearly 20 years at the organization’s helm. Keller plans to step down on April 30, 2026. The CFP Board of Directors has already established a ...
A CFP mark is bestowed by the Certified Financial Planner Board of Standards and is among the most widely recognized ...
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