COVID-19 Slows Primerica Agent Licensing Process
By Allison BellA decrease in the average age of the people dying from COVID-19 also hurt.
May 26, 2020
CFP Board Votes to Permanently Allow Video Disciplinary HearingsThe CFP Board also said it plans to release a new set of procedural rules soon.
August 15, 2018
FPA, in Effort to Save CFP Credential, Joins New CoalitionNew Professional Certification Coalition seeks to stem efforts to enact legislation designed to undermine certifications developed or offered by private certification organizations.
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.