10 financial planners and money pros on how they’d invest $10K right now
Learn more The market has seen some wild swings in recent weeks — and that has many investors wondering if they’re on the ...
Financial Planning6d
The states where CFP certification is surging — and why
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...
National Association of Plan Advisors6h
TCJA Expiration Could Severely Impact Retirement Planning, CFPs Warn
A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...
InsuranceNewsNet11h
CFP Board publishes guide to help CFP professionals in using GenAI
The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.
Financial Planning24d
Exit interview: CFP Board CEO Keller looks back on last two decades
Keller said. "And he said, 'You know, I got tired of prospects asking me, are you a CFP?'" Keller recently sat down with Financial Planning to look back at his nearly 20 years at the CFP Board and ...
2025 Tax Changes Could Upend Retirement and Legacy Plans, CFP Board Survey Finds
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 ...