Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
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CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
The Earth Institute Columbia University1d
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
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CFP Board hails banner 2024 with more than 103,000 certificants
The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
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CFP Board Promotes Public Trust With 17 Actions
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...
Business Wire13d
CFP Board Imposes Interim Suspension on Kevin E. Davis of Sunnyvale, Texas
WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with ...
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CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...