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 ...

While family leads among sources of money advice, survey respondents also expect to lean on professional planners more than banks or social media voices.

Passing the CFP® exam is a requirement to become a Certified Financial Planner™ professional. On test day, you’re allowed to bring an approved battery-powered, non-programmable financial calculator ...

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 ...

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 ...

CFP Board Appoints K. Dane Snowden as Chief Executive Officer CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026.

The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency standards. The board, which oversees the Certified Financial Planning ...

K. Dane Snowden is the new CEO of the CFP Board. In February 2025, longtime CEO Kevin Keller announced he would step down in early 2026 after nearly two decades at the helm. Snowden was a public ...

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 ...