CFP Board's latest research reveals that 67% of Americans have declined social events in the past two years primarily due to cost.
The CFP Board’s new Board Chair and the Financial Planning Association’s new president started their new terms at the beginning of the year. Terri Kallsen began her term on Jan. 1 as the CFP Board’s ...
The Certified Financial Planner Board of Standards Inc. has removed descriptions of how advisers are compensated from the profiles of CFP certificants on a website designed to help consumers select an ...
Gen Z knows TikTok isn't the best place for financial guidance—but the young cohort uses it anyway. A report issued by the CFP Board finds that while young adults rate the social media among the least ...
In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year. The Certified Financial Planner Board of Standards Inc. announced Thursday ...
A new CFP Board survey finds financial strain is quietly fueling America's loneliness epidemic—and most people are too embarrassed to say so.
In a move to enhance oversight of the credentials, new rules strengthen the board’s ability to enforce code of ethics and standards By Mark Schoeff Jr. The Certified Financial Planner Board of ...
CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026. Snowden will succeed Kevin R. Keller, CAE, who is retiring ...
The U.S. Department of Labor needs to create a tougher fiduciary regulation to protect investors regardless of what the Securities and Exchange Commission does, executives from the CFP Board and other ...
K. Dane Snowden, the chief operating officer of CFP Board, has been elevated to chief executive officer, succeeding Kevin R. Keller, who is retiring after nearly two decades. The appointment of the ...
CFP Board announced that Terri Kallsen, CFP® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen leads the professional body that certifies more than 107,000 financial ...
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