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 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 ...

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 ...

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.

The CFP Board is looking to make changes to its procedural rules which would help create a more efficient review process for individuals applying for certification. The professional credential ...

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning.