FPA Debuts Planning ‘Competency Model’
By John ManganaroThe new framework was developed by a task force chaired by Hannah Moore.
March 05, 2025
American College Launches AI Retirement Planning Tools, Consumer Ed CourseThe educational organization announced a number of developments at its inaugural Horizons conference in San Diego.
February 06, 2025
CFP Board CEO Kevin Keller to RetireKeller will retire in April 2026. A search firm will assess internal candidates and conduct a national search.
January 16, 2025
Number of CFPs in U.S. Tops 103,000For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.