CFP Board Updates

CFP® Board Updates The CFP Board has announced the results of the March 2025 CFP® Certification Exam, which saw a record-breaking 3,854 candidates sit for the test during the March 18–25 window. This figure surpasses the March 2024 high of 3,683 exam-takers, signaling continued growth in the financial planning profession. The overall pass rate for…

CFP® Board Updates Learning from the experiences of other CFP® professionals—especially those who have had their right to use the CFP® marks suspended or revoked—can be an incredibly valuable exercise for anyone in the profession. These real-world cases highlight how missteps in ethics, compliance, or client communication can have serious professional consequences. By studying these…

CFP® Board Updates The CFP Board has released the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards to assist CFP® professionals in ethically integrating generative AI into their practices. The guide provides practical steps to address key concerns such as data privacy, accuracy, and bias, ensuring that AI enhances rather than compromises…

CFP® Board Updates The CFP Board has released the first findings from its Financial Planning Longitudinal Study, a decade-long research initiative analyzing the financial well-being of American households. The study’s initial results reveal a significant advantage for individuals who work with CERTIFIED FINANCIAL PLANNER® (CFP®) professionals, showing they achieve better financial outcomes and greater personal…

CFP® Board Updates The CFP Board has announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after nearly two decades of leadership. During his tenure, Keller played a pivotal role in transforming the CFP Board and elevating the financial planning profession. To ensure a seamless transition, the Board…

CFP® Board Updates The CFP Board achieved record-breaking milestones in 2024, with the number of CFP® professionals reaching 103,093, a 4.3% increase from 2023. Additionally, 10,437 candidates sat for the CFP® exam, the highest in the Board’s history. These accomplishments align with the success of CFP Board’s public awareness campaign, which has significantly enhanced recognition…

CFP® Board Updates The CFP Board of Directors is inviting public comment on proposed revisions to the Competency Standards for CFP® certification, covering education, experience, examination, and continuing education requirements. These updates aim to keep the standards modern, relevant, and aligned with the evolving financial planning profession. To develop these recommendations, the CFP Board formed…

CFP® Board Updates The CFP Board has announced the results for the November 2024 CFP® Certification Exam, held during the testing window of November 6-13. A total of 3,755 candidates participated, with 6% opting for remote testing. This marks the second-largest group to ever take the CFP® Certification Exam in November. The pass rate for…

CFP® Board Updates The CFP Board has released findings from a recent survey of CERTIFIED FINANCIAL PLANNER® professionals, showing high satisfaction with their careers and highlighting the positive impact of CFP® certification on their professional lives.   These insights come from the CFP Board’s 2024 survey, conducted by Heart + Mind Strategies LLC, which aimed…

CFP® Board Updates The CFP Board has released its updated Compensation Study, and it shows the CFP Professionals earn more than their fellow advisors without the certification.  In fact, it revealed a median compensation of $192,000, which is 10% higher than those without the CFP® Marks. Not only that, CFP® Professionals report greater satisfaction with…