The CFP Board permanently barred a planner from using the CFP designation after reviewing what it said was a misleading YouTube video.

The board in August 2022 permanently barred Travis W. Hansberger of Wayzata, Minn., from applying for or obtaining the CFP certification marks, following an appeal of a previous administrative ...

Last March, the CFP Board removed from the website compensation descriptions — such as fee-only, commission-only and commission and fee — that were included on the profile of each planner in ...

Six months after the town’s chief executive officer implored the Select Board to hire a town planner and economic development director, on Monday the board appointed Alvin Allen, who has been ...

BOSTON, June 11, 2025--Board, a leading Enterprise Planning Platform, today launched a reimagined planner experience that reflects how modern planning actually happens—in real time, across teams ...

Data from the Certified Financial Planner Board of Standards Inc. highlight a notable retention rate among Black certified financial planner professionals, showing a 98% annual recertification ...

Board Reimagines the Planner Experience with AI-Powered Agents Board 14.3, Continuous Planning, and Board Agents Come Together to Eliminate Silos Between Data, Decisions, and Teams ...

Board Agents are designed to enhance—not replace—the expertise of the planner. “A major benefit of modern planning software is its ability to incorporate information about the world outside to create ...

The release brings together three core capabilities: the intuitive self-service upgrades in Board 14.3, a new foundation for continuous planning, and a preview of AI-powered Board Agents.