CFP, told us that people in their 50s tend to make is "[n]ot having a comprehensive plan for what we call the five pillars of financial planning: tax planning, investment planning, income planning ...

The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

If you are searching for a financial planner, know that quality is more important than quantity. Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you ...

A certified financial planner (CFP) and a chartered financial analyst (CFA) are both respected credentials that professionals in the financial services industry can earn — but they have several ...

All the programs ranked by this magazine are registered by the CFP Board. Programs leading to a financial planning degree are a relatively recent addition to institutions of higher education.

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.” ...