InvestmentNews1h
CFP Board warns of tax "tipping point" as TCJA expiration puts financial plans at risk
With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...
Federal Workers Are Losing Their Jobs. The CFP Board Has Advice for Them.
The organization that administers the Certified Financial Planner credential plans to hold webinars to offer government ...
Financial Planning4d
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 ...
2025 Tax Changes Could Upend Retirement and Legacy Plans, CFP Board Survey Finds
With key Tax Cuts and Jobs Act (TCJA) provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER® professionals warn of major risks to their clients’ financial ...
Yahoo Finance5d
The states where CFP certification is surging — and why
The number of certified financial planners rose in every state last year, as the ranks of CFP holders climbed by more than 6,500 and topped 100,000 for the first time. However, the number of ...