College for Financial Planning Launches Generational Wealth Transfer Designation
By Melanie WaddellTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
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.
May 11, 2026
New Bill Creates Savings Accounts for Skills TrainingEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.
May 08, 2026
Vanguard, BlackRock, Invesco Push for Invest Act PassagePolicy experts at the asset managers are awaiting Senate action on legislation that expands the accredited investor definition.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.