5 Cash Flow Mistakes Millennials Are Making That Could Hurt Them in the Long Run
Millennials are getting older, but not necessarily wiser -- at least with their money. Even those who are financially ...
Financial Planning12d
The states where CFP certification is surging — and why
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...
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CFP Board Initiative Seeks to Increase and Strengthen Women CFP Professionals
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...
InvestmentNews5d
CFP Board doubles down on women's focus with new program
The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...
Financial Planning1mon
Exit interview: CFP Board CEO Keller looks back on last two decades
Keller said. "And he said, 'You know, I got tired of prospects asking me, are you a CFP?'" Keller recently sat down with Financial Planning to look back at his nearly 20 years at the CFP Board and ...
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Tax Cut Expiration Could Severely Impact Retirement Planning, CFPs Warn
A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...