True financial planning is a structured process entailing far more than investing.

Curious about becoming a CFP®? According to the CFP Board, around 3 in 4 CFP® professionals say the certification gives them a competitive edge, and 7 in 10 credit it with boosting their career ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. Processing Content But before the Certified Financial Planner Board of ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

To become a CFP®, start by earning a bachelor’s degree from an accredited university. Luckily, your major doesn’t have to be in finance. Degrees in business administration, economics, or ...

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced the Financial Planning Hall of Fame, a prestigious new recognition program honoring visionary leaders whose groundbreaking accomplishments have ...

In recognition of Black History Month, the CFP Board is spotlighting the strides and achievements of Black certified financial planner professionals, emphasizing its dedication to fostering diversity ...

Tax filing services include federal and state tax returns, real estate investment properties, multi-state income, crypto, and foreign forms and schedules. Services are provided by licensed tax ...

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 ...