Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

CFP Board announced that Terri Kallsen, CFP ® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

The CFP Board is looking to find a successor for Kevin Keller, who will retire in April after serving as the CFP Board’s CEO ...

A new CFP Board survey found that politics is Americans’ top money-related fear (46%), outranking inflation (39%), market ...

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...