With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...

Kevin Keller knew the CFP Board was getting its message across when he saw the popular New York Times columnist Tom Friedman start off one of his recent columns with a reference to one of its ad ...

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the certified financial planner designation for nearly two decades. During his ...

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.

Most surveyed CFP planners said U.S. consumers will face "substantial risks" if the cuts expire at the end of the year.

The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. The CFP Board — which provides its ...

Inc. (CFP Board) Kevin R. Keller, CAE, is CEO of the Certified Financial Planner Board of Standards Inc. CFP Board sets standards for financial planning and administers the prestigious CFP ...

A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...

With key Tax Cuts and Jobs Act (TCJA) provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER ® professionals warn of major risks to their clients' financial ...

Kevin Keller, CEO of the CFP Board, joins to talk about the board's plans and the proliferation of sometimes questionable designations. How Andrew came to start the firm. The extra aspects of ...

challenges and financial planning interests enables CFP professionals to provide tailored advice,” CFP Board CEO Kevin Keller said in the report. “A trusting relationship with a personalized ...