The influential planning entrepreneur and the FPA are leading an effort to change a tiered fee structure for continuing ...

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 ...

CFP Board announced today that it has appointed Kathryn Berkenpas, CFP ®, as its new Chief Operating Officer (COO) following ...

CFP Board Announces March 2026 CFP® Certification Exam Results WASHINGTON, April 21, 2026 (GLOBE NEWSWIRE) -- CFP Board today announced the ...

CFP Board is requesting public comment on proposed changes to its Fitness Standards, Procedural Rules and Sanction Guidelines. This proposal improves CFP Board’s existing process for evaluating the ...

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 ...

After an applicant submits an Initial Application for CFP Board Certification (the “Application”), including the Ethics Questionnaire, the CFP Board may initiate an inquiry to assess an applicant’s ...

The CFP Board, which oversees the Certified Financial Planner credential, is promoting from within. The organization announced on Wednesday that it has chosen Chief Operating Officer K. Dane Snowden ...

WASHINGTON-- (BUSINESS WIRE)--Jan 21, 2026-- CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026. Snowden will ...

The CFP Board will “have to invest” in technology to ensure its continuing education providers can meet the mandates of the board’s newly announced increase in CE requirements, according to the ...

A Morgan Stanley and MissionSquare veteran who joined CFP Board last year, Berkenpas becomes the first CFP professional to ...