Flores serves as a Wealth Advisor at Vance Wealth and is the first woman at the firm to earn the CFP certification. Her ...

Discover the CFA, CFP, and CPA certifications that enhance career prospects and deliver strong ROI in finance. Learn which path aligns with your career goals.

A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.

So, you are ready to consult a certified financial expert who can help you manage and grow your money to achieve your financial goals. But you have noticed that people in the field have ...

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year. The Certified Financial Planner Board of Standards Inc. announced Thursday ...

CFP Board looks to tighten certification, disciplinary rules for planners Investment advisers seeking certification as a financial planner would have to demonstrate work experience in a narrower ...

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...

The positive association between the largest certification in the planning profession and key client outcomes is adding to a ...

CFP Board is rolling out a suite of competency changes that will raise continuing education requirements, reshape qualifying experience and clarify what it means to be ready for independent practice ...

The One Big Beautiful Bill Act (OBBBA), passed in mid 2025, reshapes how many families will file their 2025 taxes.