CFP Board Approaches 100,000 Certified Professionals
The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date.
Tag: CFP
Retirement Industry People Moves 1/12/24
NFP names Greene president of benefits unit; Standard Hires Schaefer for West Coast regional VP for retirement plans; CFP Board...
How Advisers Can Help Close the Wealth Gap
Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities.
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Leadership in Practice
This year’s PLANADVISER Industry Leader Awards recognize outstanding plan advisers, and others, who are making positive changes in this noisy...
CFP Board Outlines Best Practices to Retain Diverse Talent
A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.
Financial Planning Standards Board Updates Global Standards
Updates focus on growing collaboration between planners and clients.
Certified Financial Planner Board Issues Crypto Guidelines
The nonprofit warns financial planners that crypto-related assets “can be speculative and volatile.”