Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or ...

On May 22, 2026, CFP Board announced approved changes to its Fitness Standards, Procedural Rules, and Sanction Guidelines to provide greater clarity surrounding the certification process, including ...

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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 certified financial planner (CFP) designation is widely recognized by many professionals and considered to be the gold standard in financial planning. Advisors have to meet rigorous education, ...