CFP Board panels discuss study groups, younger clients
Financial planners seeking to curb the profession's high attrition rate and connect with a new generation of clients are leaning ...
Thursday, January 1, 2026
Tag: CFP
CFP Board conference explores multigenerational RIAs
Financial advisors can guide clients' families toward their dreams, but they must first understand their role in driving difficult conversations ...
Financial Advisor vs. Accountant: Do You Need a CFP or a CPA?
Financial advisors and accountants both help people manage their money and reach their financial goals. But certified financial planners (CFPs) ...
CFP Board website missing thousands of disclosures
The CFP Board, which markets its advisors as the industry's most trusted professionals, directs consumers to a search tool that ...
CFP Board picks Ph.D. advisor as 2026 chair-elect
It won't take effect for another 18 months, but the CFP Board already has its chair for 2027.Its board of ...
How the CFP Board Is Leading the Charge on AI
Study up, advisors: AI may be on the exam. The CFP Board, the financial services industry’s main certification body, convened ...
CFP Board forms AI Working Group
The CFP Board has convened a new AI Working Group to address the technology's place in the financial planning industry.The ...
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