The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

A recent report by the CFP Board looked at possible outcomes of how artificial intelligence will shape financial planning.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 106,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, CFP®, CPA, CFA®.The Board of Directors is the policymaking and oversight body ...

WASHINGTON--(BUSINESS WIRE)--CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ® professionals in using ...

A husband-and-wife advisor team in Florida is suing the CFP Board of Standards over disciplinary action the board is planning to take against them for using "fee-only" in their advertising. On Sept. 5 ...

The CFP Board of Standards said it will work this year to increase the number of female certified planners, while citing figures that show women are making the financial decisions in a majority of ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

It appears that having an elite financial certification isn’t a guarantee that the holders need never face personal financial woes themselves. Of all the categories of conduct that will land a ...

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. The CFP Board — which provides its marks to ...

CFP Board has published the Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients, a guide to help CFP® professionals to recognize, fully disclose and properly manage conflicts of ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP ...