CFP Board Seeks Comments on Criminal Expungement
By Melanie WaddellThe board is proposing to treat the expungement of a conviction as a "mitigating factor" that could stop an applicant from being barred.
July 06, 2026
FINRA Shortens Wait Times for Retaking ExamsThe changes, effective immediately, apply to all of the regulator's qualification assessments.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 04, 2026
Here's How Much Financial Planners Earned in 2025An annual compensation study shows that CFPs are earning more and are happy in their jobs.
May 28, 2026
Finance Voted Top Career Choice of University Students, GradsRespondents to a CFA Institute survey identified the field as the most stable and attractive for the long term.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 12, 2026
College for Financial Planning Offers Two New CertificatesThe completed coursework could be transferred to an undergraduate degree at a college or university.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.