A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...
During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
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President Trump's tariffs could cause inflation rates to go up. Discover what financial planners recommend you do to keep ...
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
There are a lot of different ways to increase your financial success, including strategies for making money, saving money, ...
The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.
The 50-30-20 rule is all about divvying up your budget for needs, wants, and savings. Finance experts share benefits, ...
Finding purpose, skills enhancement, and attracting new talent are just a few potential benefits for altruistic planners and ...
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I’m 70 and retired with a $40K annual income and $200K in CDs. But will it last? Who can help me figure this out?“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...
Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...
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