CFP® Certification and Exam Requirements
Education Requirement: To pursue CFP® certification, you’ll need a bachelor’s degree from an accredited college or university and a CFP Board-Registered Program completion. Professional Experience: To ...
Wall Street Trade Group Says CFP Board Is ‘De Facto Private Regulator.’ Not So Fast, Says the Board.
The organization that administers the coveted Certified Financial Planner credential is firing back at criticism from the ...
What is a financial advisor, and what do they do?
A financial advisor is a professional who provides money management guidance for a cost. Learn about the types of advisors and the services they provide.
InvestmentNews8d
CFP Board "welcomes meaningful dialogue" with Sifma despite accusations
The Securities Industry and Financial Markets Association outlines frustrations around rules that overlap with SEC and Finra ...
Think Advisor11d
CFP Board's Enforcement Powers Create Major Risks: SIFMA
The Certified Financial Planner Board of Standards' "continually expanding role as a de facto private regulator" for CFPs ...
‘Where should I go from here?’ I’m 68 and retired with my home and car paid off. But I only have $170K in savings. Now what?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Financial Planning9d
Tips on passing the CFP exam from those who have been there
While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, ...