K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance ...

Households working with professional financial advisors are demonstrating stronger financial stability, greater confidence in their future, and higher levels of trust in their advisory relationships ...

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year.

The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity ...

For CFP Cary Carbonaro, a managing advisor at Ashton Thomas Private Wealth, balancing savings, spending and investing often ...

TORONTO , Jan. 13, 2026 /CNW/ - January 13, 2026 -- FP Canada today announces the candidates who received the top scores on the October 2025 sittings of the CERTIFIED FINANCIAL PLANNER (R) exam and ...

After evaluating a broad field of internal and external candidates, including leaders from the financial services and wealth management industry as well as association executives, our Board determined ...