Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

CFP Board today announced the results of the November 2025 CFP® Certification Exam. The exam was administered during a November 3-12 testing window to 3,970 candidates. Following the largest ever July ...

CFP Board announced that Terri Kallsen, CFP ® has ascended to the role of Chair of its Board of Directors.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Discover the top 5 benefits of summer jobs for teens beyond earning money, including confidence-building and skill ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Learn how independent financial advisors operate.