Carson Wealth to Require CFP or Other Certification
By Janet LevauxAdvisors at Carson Wealth offices will be required to obtain a professional credential within five years of joining the firm.
May 22, 2018
CFP Certification Exam Will Test Knowledge of New Tax LawQuestions about the new tax law won't be included in the CFP test until the November exam.
December 13, 2017
American College Launches New Wealth Management Certification ProgramThe curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
July 20, 2017
CFP Board Unveils Exam Prep ToolkitThis toolkit demystifies the exam and helps candidates start their journey on the right foot, says CFP Boards Loper.
September 08, 2016
FPA Forms Advocacy Council for MembersThe Financial Planning Association wants advisors to have a "strong voice" with regulatory and certifying bodies.
May 17, 2016
CFPs Happy With Career Choice, Say Mark Gives Them Competitive Boost83% of CFPs agree in a survey that they have a competitive edge over financial planners who do not hold the credential.
July 28, 2015
Judge Says CFP Board ‘Followed Its Own Rules’ in Disciplining CamardasThe judge said there was no evidence that the CFP board had been motivated by bad faith or ill will.
April 27, 2015
IMCA Launches Online Behavioral Finance ProgramThe program will be delivered by noted behavioral finance experts like Dan Ariely.