Financial planning professions are changing rapidly to meet clients’ shifting needs and to weather the impact of new technology That’s why the Certified Financial Planner Board of Standards has ...
The Certified Financial Planner Board of Standards Inc. today said it will publish a first-of-its-kind competency handbook for financial planning in March 2013. To be published by John Wiley & Sons, ...
One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. Processing Content But before the Certified Financial Planner Board of ...
Hosted on MSN
Financial Planning Is Changing Fast. The CFP Board Chair on What New Advisors Need to Know.
Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...
Financial planners are urging clients to prepare for potential disruptions to retirement and estate plans as key provisions of the 2017 Tax Cuts and Jobs Act are set to expire at the end of 2025.
The nonprofit Foundation for Financial Planning (FFP) is calling on advisors to submit comments by the end of the month on proposed changes to the CFP Board's certification standards for continuing ...
The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback