While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, ...

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 ...

The organization that administers the coveted Certified Financial Planner credential is firing back at criticism from the ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Education Requirement: To pursue CFP® certification, you’ll need a bachelor’s degree from an accredited college or university and a CFP Board-Registered Program completion. Professional Experience: To ...

In many cases, ChFCs are also CFPs, as completing the ChFC coursework qualifies you to take an accelerated path toward CFP certification. ChFCs need at least three years of financial planning or ...

“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

A business financial advisor is a hired professional who specializes in matters such as retirement planning for the ...

Learn how many times you can take the CFP® exam, tips for passing, common pitfalls, and more. Discover strategies for CFP® exam success and key deadlines.