So, you are ready to consult a certified financial expert who can help you manage and grow your money to achieve your financial goals. But you have noticed that people in the field have ...
The positive association between the largest certification in the planning profession and key client outcomes is adding to a ...
The One Big Beautiful Bill Act (OBBBA), passed in mid 2025, reshapes how many families will file their 2025 taxes.
If you are closing in on $1 million in retirement savings, it can feel like you finally made it. Years of discipline, ...
A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.
The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
CFP Board is rolling out a suite of competency changes that will raise continuing education requirements, reshape qualifying experience and clarify what it means to be ready for independent practice ...
Two-thirds of Gen Z college students say they want to learn more about personal finance topics, according to CFP Board's new study, Dollars and Sense: A Report on the Personal Finances of College ...
Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, ...
Discover the CFA, CFP, and CPA certifications that enhance career prospects and deliver strong ROI in finance. Learn which path aligns with your career goals.
Have you ever felt stressed about your finances even though, objectively, you’re doing pretty well? Money dysmorphia is a ...
CFP Board has tapped an industry executive for a key leadership role, putting him in charge of expanding the credential-granting organization's slate of education programs for current and aspiring CFP ...