New procedural rules announced last week by the CFP Board, set to take effect May 23, aim to accelerate the application review for prospective CFPs who have reported a single bankruptcy or multiple ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

"While most people with simple yearly tax filings may not need a CPA, it doesn’t hurt to consult one as you plan for ...

CFP Board today announced the 2026 inductees to the Financial Planning Hall of Fame, a recognition program honoring visionaries whose transformational contributions have shaped the profession. The ...

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or ...