Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...

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If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

Common money disorders include pathological gambling, overspending and compulsive shopping, financial dependence, financial ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.