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Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
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Financial Planning Is Changing Fast. The CFP Board Chair on What New Advisors Need to Know.When I earned my CFP certification in 2008, there really wasn’t any financial planning software. The CFP education—and the exam—required a pencil, paper, and a calculator.
Interested in launching a financial planning career but not sure if it's right for you? With its many different career tracks and specialties, financial planning suits a range of personalities, goals ...
When you search for a financial advisor, you probably come across plenty of candidates with a “CFP” designation after their names. This acronym indicates you’re looking at a certified ...
Professionals usually study for up to 1,000 hours to prepare for their CFP exam. Questions in the CFP exam cover five areas of finance, including but not limited to investment, retirement, estate ...
Being a certified financial planner, or CFP, is largely considered the gold standard in financial planning. Of the approximately 321,000 financial advisors in the U.S., the CFP Board says only ...
As households around the world continue to feel the impact of inflation and rising debt, Financial Planning Standards Board ...
The CFP’s psychology of financial planning curriculum addresses “client and planner attitudes, as well as behavioral finance,” Loper says. For instance, “Clients who are socially conscious may not ...
The CFP Board elected Terri Kallsen as its 2026 board chairwoman, the organization announced Wednesday. The organization, which is responsible for conferring the CFP certification and establishing ...
WASHINGTON, June 9, 2022 /PRNewswire/ -- The CFP Board Center for Financial Planning ("Center") announced today that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the ...
The Center for Financial Planning was launched in 2015 with an academic bent, in part as a venue for research on planning and advice, but also with a mandate to improve diversity among CFP ...
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