CFP Board Resources

46 Entries
 
 
one month ago

A new comprehensive guide from CFP Board’s Center for Financial Planning offers a roadmap to the likely paths in a career as a financial planner. The Financial Planning Career Paths: ...

Attachments
4 months ago
Attachments
4 months ago
Attachments
4 months ago

We wanted to share with you this recent article from U.S. News & World Report regarding the CFP® Exam, “CFP® Exam 101: Everything You Need to Know to Pass the CFP Test”


The article ...

Attachments
8 months ago
Attachments
10 months ago

CFP Board has published resources for candidates for CFP® certification relating to the impact of the federal tax law changes on the CFP® exam. The November, 2018 exam will be the first ...

Attachments
10 months ago

Attached is our August newsletter, please reach out if you have any questions!

Attachments
10 months ago

The updated handbook and toolkit are available now!


#Education ​

Attachments
11 months ago
Attachments
11 months ago
Attachments