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

CFP Board today announced the results of the March 2026 CFP(R) Certification Exam, administered during a March 17-24 testing window. The exam set a new all-time record, with 4,391 candidates sitting ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

CFP Board has tapped an industry executive for a key leadership role, putting him in charge of expanding the credential-granting organization's slate of education programs for current and aspiring CFP ...

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