CFPs Financial advisors Must pass the CFP Board exam and adhere to educational standards. Certifications and licenses can vary. There are no requirements. Must follow CFP’s fiduciary standards ...

In fact, the 102,000 advisors who are CFP licenses have grown their business, their revenues and their clientele—many while explicitly serving the middle-income market—not despite of but ...

In both cases, it’s not necessary to have current securities licenses to continue using the professional designation. “As a CFP professional, even though I’m not actively advising clients at ...

The CFP Board is increasing the annual cost for getting or renewing the coveted Certified Financial Planner credential by more than 25%. The organization says the fee increase, from $455 to $575 ...

Struggling with the CFP® exam? Here are my practical tips to boost your chances of success and tackle the challenges ahead. Read more!

Which is better, CFP® vs. CPA? Choosing between becoming a Certified Financial Planner™ (CFP®) or a Certified Public Accountant (CPA) can feel like deciding between two big life paths.