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Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.
September 6CFP Board -
XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.
May 24 -
The updates will go into effect starting with the November 2018 exam.
May 22 -
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.
May 15 -
The Certified Financial Planner Board of Standards has proposed a set of revisions to its Standards of Professional Conduct setting ethical standards for CFPs.
June 20 -
The school's new CFP Board-approved program will also look to boost diversity in the field.
March 23