While family leads among sources of money advice, survey respondents also expect to lean on professional planners more than banks or social media voices.

The Certified Financial Planner Board of Standards Inc. has removed descriptions of how advisers are compensated from the profiles of CFP certificants on a website designed to help consumers select an ...

The CFP Board’s new Board Chair and the Financial Planning Association’s new president started their new terms at the beginning of the year. Terri Kallsen began her term on Jan. 1 as the CFP Board’s ...

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year. The Certified Financial Planner Board of Standards Inc. announced Thursday ...

The CFP Board, which oversees the Certified Financial Planner credential, is promoting from within. The organization announced on Wednesday that it has chosen Chief Operating Officer K. Dane Snowden ...

CFP Board announced that Terri Kallsen, CFP® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen leads the professional body that certifies more than 107,000 financial ...

CFP Board Appoints K. Dane Snowden as Chief Executive Officer CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026.

K. Dane Snowden, the chief operating officer of CFP Board, has been elevated to chief executive officer, succeeding Kevin R. Keller, who is retiring after nearly two decades. The appointment of the ...

CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development. Roberts brings over two decades of experience in program development and ...