The CFP Board Career Center is a valuable resource to utilize for job opportunities in the financial planning industry as the demand for CFP® professionals is on the rise. The Career Center is your…
Earning your CFP® certification requires a commitment to learning and a solid grounding in financial planning. The required Capstone Course is valuable in that it allows you to integrate and…
I told my personal story of studying and passing the CFP exam in 2008 and Henrietta Nye went through the benefits and logistics of Keir’s live review options. Questions asked:…
By Vincent E. Bonazzoli, JD, AEP® Clients look to an estate planning attorney to create a plan so their affairs are in order. They desire to leave their family in…
By Vincent E. Bonazzoli, JD, AEP® An estate plan is more likely to accomplish a client’s goals if the client is properly educated about estate planning, knows the mechanics of…
CFP Board outlines the policies and requirements related to retaking the CFP® Certification Exam on their official website. Candidates may attempt the exam a maximum of three times within a 24-month period….
Track your progress on the path to CFP® certification using the CFP® Certification Tracker, a valuable tool available on the Certified Financial Planner Board of Standards (CFP Board) website. With an at-a-glance view of the requirements for CFP® certification,…
Passing the CFP® Certification Examination is a critical step in the process of earning the CFP® certification. Below is a compilation of selected frequently asked questions regarding the exam. How do I register for the CFP® Exam?…