Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...