Phuong Luong, Boston University’s Financial Planning Program facilitator, has been chosen as the Investment News ‘Rising Star’ recipient. Learn how Phuong uses her leadership roles and passion to help others…
If you are looking to become a CFP® professional, you will first need to take the CFP® Certification Examination, administered by the CFP® Board. This 6-hour exam will test your…
Among the many initiatives at the Center for Financial Planning, increasing diversity in the financial planning profession is paramount. In 2017, the Center launched its Racial and Ethnic Diversity Initiative…
As the year winds down, many clients will be thinking about their year-end charitable giving, and how it might be impacted by the Tax Cuts and Jobs Act[1] (TCJA). Despite the increased…
The new CFP Board Code of Ethics and Standards of Conduct went into effect on October 1, 2019. These modified standards are the result of a rigorous 2-year review process, which included…