CFPs

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.

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

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.

Tax knowledge is considered to be the most important factor when choosing a financial advisor, according to a new survey, which also found the CPA credential to be the one most associated with financial advice.

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 school's new CFP Board-approved program will also look to boost diversity in the field.