Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

Q&A with Aaron Ells, CFP®, CDFA®, Wealth Advisor II at Piton Wealth in Kalispell. “Sometimes you just sit down at a table, ...

A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers. A decade-long study by the Certified Financial Planner Board of Standards ...

The CFP Board forms a working group to evaluate whether the bachelor's degree requirement should remain for certification ...

The CFP Board has convened a new AI Working Group to address the technology's place in the financial planning industry. Processing Content The group first met Tuesday and Wednesday at the organization ...

On Thursday, the CFP Board announced six key public policy priorities intended to help consumers and families access “competent, ethical financial advice and plan for a secure future.” According to ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Its board of directors announced Wednesday that at its July meeting, members had chosen Martin Seay as the 2026 board chair-elect. Current chair-elect Terri Kallsen will serve as chair next year, and ...

The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...