CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, CFP®, CPA, CFA®.The Board of Directors is the policymaking and oversight body ...

The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.

WASHINGTON, D.C., September 18, 2025 — CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent ...

Financial planning body claims the second year of more than 10,000 CFP candidates as another proof point showing the value of ...

The CFP Board announced that 3,214 candidates took its Certified Financial Planner certification exam in July, setting a record for a July testing. The pass rate was 64%. This followed the largest ...

CFP Board survey shows most clients still confident in hitting long- and short-term goals despite an unsettled economy and ...

CFP Board today announced the results of the July 2025 CFP® Certification Exam. The exam was administered during a July 10-17 testing window to 3,214 candidates. Following the largest ever March CFP® ...

It won't take effect for another 18 months, but the CFP Board already has its chair for 2027. Its board of directors announced Wednesday that at its July meeting, members had chosen Martin Seay as the ...

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical ...

On Thursday, the CFP Board announced six key public policy priorities intended to help consumers and families access “competent, ethical financial advice and plan for a secure future.” According to ...

• CFP Board Promotes Public Trust With 11 Actions ( tmcnet.com) — The CFP Board has permanently barred David Dodson from Brookhaven from obtaining certification due to serious ethical violations. This ...

Ever wonder what happens if you don’t pass the CFP® exam on your first try or your second? Good news, you actually get five chances, but that’s not all you need to know. The CFP® Board puts this ...