CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.

Craig Reid is the President and National Practice Leader of Retirement and Wealth at Marsh McLennan Agency (MMA), a subsidiary of Marsh. No one enjoys seeing their investments lose value. People are ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

While the process of preparing for the CFP exam can be expensive, time-consuming and nerve-racking, there are ways to make it less unpleasant and more successful. Processing Content The test is ...

Senda, a provider of financial planning training for special educational needs and disabilities (Send), has launched a ...

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Hannah Moore, owner of Richardson, Tex. wealth management firm Guiding Wealth, didn’t set out to build an online training program for new financial planners. But back in 2020, as the pandemic forced ...

27,375. That’s the number of days an average person lives. “Fewer if you eat salt-water taffy, and a few more if you eat broccoli,” according to Bob Goff in his inspired new book, Undistracted. So ...