Education Requirement: Complete a CFP Board Registered Program before taking the CFP® exam. Rigorous Exam: The exam consists ...

Thinking about the CFP®? Discover how financial advisors earn it, what the process is, and why it’s the gold standard in ...

Obtaining a certified financial planner credential can enhance your expertise and credibility as an advisor. To become certified by the CFP Board, you'll need to complete education, exam, ethics and ...

Evan Goetz, a Financial Advisor with Retirement & Financial Strategies, has met the CFP Board’s requirements to earn the ...

CFP Board released the following new public policy priorities: • Adopt a fiduciary standard for all financial advice, making fiduciary duty a legal requirement for all who provide financial advice.

The credentialing body for CFP professionals also has retirement security, consumer education, and preserving tax-exempt status for nonprofits on its lobbying agenda.

The certified financial planner organization has pledged to expand access to ‘competent, ethical financial advice.’ ...

CFP Board announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical financial advice, and protect the ...

CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning ...