Vaughn Kellerman considers the exam he had to pass to become a Certified Financial Planner the hardest he has ever had to take. Kellerman, an advisor at Cincinnati-based HCM Wealth Advisors, said he ...

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, ...

WASHINGTON, March 10, 2023 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it has established a Competency Standards Commission to review and evaluate ...

The new head of the Certified Financial Planners Board of Standards says there's no specific shortcoming that's prompting the organization, which oversees the most widely-used financial planning ...

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 ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 98,000 CFP® professionals in the United States, today ...

The board charged with certifying financial planners across the country will relocate its headquarters from Denver to D.C. this year. “We really want to be where the movers and shakers are,” said Bob ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...