The nonprofit has increased its hourly requirements and plans on building out its continuing education offering.

The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency standards. The board, which oversees the Certified Financial Planning ...

CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development.

The CFP Board announced today the appointment of K. Dane Snowden as CEO, effective March 16, 2026. Snowden will succeed Kevin Keller, who is retiring after nearly two decades of leadership. The ...

The CFP Board’s new Board Chair and the Financial Planning Association’s new president started their new terms at the beginning of the year. Terri Kallsen began her term on Jan. 1 as the CFP Board’s ...

Michael Kitces raised potential conflict of interest concerns regarding the CFP Board's development of continued education ...

The experienced executive from Silverchair and Deloitte is stepping into a newly created role overseeing initiatives to ...

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 ...

K. Dane Snowden is set to succeed Kevin Keller as the CFP Board’s chief executive officer, effective March 16, with Keller stepping down after nearly 20 years in the role. After Keller announced his ...

CFP Board Appoints K. Dane Snowden as Chief Executive Officer CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026.