Consumers are seeking guidance in the shifting economic landscape. To help, CFP Board is hosting a free virtual event, “The Power of a Plan: Navigating Market Uncertainty With Confidence,” on Thursday ...
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning profession. To address female underrepresentation in ...
CFP Board has published the Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients, a guide to help CFP® professionals to recognize, fully disclose and properly manage conflicts of ...
Saying efforts to increase the number of women CFP planners have "not been enough," the CFP Board of Standards has launched an initiative to boost the representation of women in the planning ...