With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...

Kevin Keller knew the CFP Board was getting its message across when he saw the popular New York Times columnist Tom Friedman start off one of his recent columns with a reference to one of its ad ...

With key Tax Cuts and Jobs Act (TCJA) provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER® professionals warn of major risks to their clients’ financial ...

With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of Certified Financial Planner professionals warn of major risks to their clients’ financial goals, ...

The board said it will unveil programs this year to increase the representation of women in the advisory industry.

The pioneers who have shaped financial planning didn’t just build a profession. They redefined what it means to truly serve the public,” CFP Board CEO Kevin Keller said in a statement. “Through their ...

unlock efficiencies and enhance the value financial advisors bring to their clients,” said CFP Board CEO Kevin R. Keller, CAE. “The Generative AI Ethics Guide helps CFP ® professionals ...

Women are playing a dominant role in household financial decision-making, with nearly 70 percent identifying as their household’s primary investment decision-maker, according to a new report ...

Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to CFP Board’s latest research report ...

WASHINGTON--(BUSINESS WIRE, Feb. 18, 2025)--Women are significant financial contributors to their households and increasingly ...