The CFP Board has convened a new AI Working Group to address the technology's place in the financial planning industry. Processing Content The group first met Tuesday and Wednesday at the organization ...

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 ...

The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...

Its board of directors announced Wednesday that at its July meeting, members had chosen Martin Seay as the 2026 board chair-elect. Current chair-elect Terri Kallsen will serve as chair next year, and ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

CFP ® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research ...