The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...
CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.
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 leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...
Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when certificants ...
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Obtaining a certified financial planner credential can enhance your expertise and credibility as an advisor. To become certified by the CFP Board, you'll need to complete education, exam, ethics and ...
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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 ...
The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date. The CFP Board reported a record number of new Certified Financial Planner ...
WASHINGTON--(BUSINESS WIRE)--CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP ® certification. CFP Board upholds its Fitness Standards through ...
K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.