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

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 ...