distinguishing CFP® professionals in the financial services industry. The CPA license, governed by the American Institute of Certified Public Accountants (AICPA) and state boards of accountancy ...

CFP Requirements and Exam The basic requirements ... "150 Hour Requirement for Obtaining a CPA License." AICPA. "Find Answers to Frequently Asked Questions About the CPA Exam." ...

If you’re serious about a career in financial planning, there are few paths more lucrative and rewarding than obtaining your CFP® certification. Read on to learn everything you need to know ...

In both cases, it’s not necessary to have current securities licenses to continue using the professional designation. “As a CFP professional, even though I’m not actively advising clients at ...

Thinking about taking the CFP® exam for the first time? Second? Third? You may be wondering how many chances you actually get in your lifetime. And that’s a valid question, considering this ...

The CFP Board is looking to make changes to its procedural rules which would help create a more efficient review process for individuals applying for certification. The professional credential ...

AI will augment the human advisor, not replace it, an official with The CFP Board said of its study of artificial intelligence and planning.