CFP Board to Increase CE Requirements in 2027
By Melanie WaddellThe board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 20, 2026
Cassidy Named Head of SEC Exam DivisionThe agency veteran has been acting director since May 2024.
January 09, 2026
Terri Kallsen Starts Role as CFP Board ChairKallsen's first priority is to lead "a rigorous CEO succession process," as Kevin Keller retires in April.
December 11, 2025
House Passes Sweeping Package on Retirement, Investors and FraudOne of more than 20 bills in the INVEST Act calls for FINRA to administer an accredited investor exam.
November 03, 2025
FPA Names 2026 President-ElectDaniel Galli will lead the Financial Planning Association next year, with D. Crystal Alford-Cooper following in 2027.
October 09, 2025
CFA Level II Pass Rate Drops to 44%, Below the Decade AverageAfter factoring in the 54% pass rate from the May test, the decade average ticked up to 46%.
October 08, 2025
American College Debuts Advisor Search Website, National TV AdThis year has been the most exciting of George Nichols' tenure as the college’s leader, he tells ThinkAdvisor.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.