The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...
The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...
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Financial Planning Profession Is Gradually Getting Younger, More Diverse, as CFP Ranks Grow
The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% were racially or ethnically diverse.
Its board of directors announced Wednesday that at its July meeting, members had chosen Martin Seay as the 2026 board chair-elect. Current chair-elect Terri Kallsen will serve as chair next year, and ...
The CFP Board has released a list of six public policy priorities that it says will guide its work, including the goal of "making fiduciary duty a legal requirement for all who provide financial ...
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LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification
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 ...
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