CFP Board

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.

CFP exam registrants affected by the closures will be rescheduled for the July 2020 exam, currently scheduled for July 7-14, 2020, at no additional cost.

Student teams from CFP Board-certified institutions will compete at the 2019 FPA Annual Conference, held Oct. 16-18 in Minneapolis.

The new certificate can be added to email signatures, websites and social media platforms to quickly verify a professional's credentials.

Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.

Partnering with The American College of Financial Services, the CFP Board Center will offer scholarships to attract more African Americans to financial planning.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

The updates will go into effect starting with the November 2018 exam.

The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.

A research paper from the CFP Board found that black and Latino professionals are severely underrepresented in the industry.

Undergrad students can now also receive up to 80 hours of CFP CE credits for their participation in this year's event.

Eight collegiate teams will face off at the FPR Annual Conference in October.

The Certified Financial Planner Board of Standards are looking to prepare students before the next test sitting in November.

The Certified Financial Planner Board of Standards has proposed a set of revisions to its Standards of Professional Conduct setting ethical standards for CFPs.

The "I Am a CFP Pro" initiative will look to attract more diverse students to the field.