Two-thirds of Gen Z college students say they want to learn more about personal finance topics, according to CFP Board's new study, Dollars and Sense: A Report on the Personal Finances of College ...

The SoFi Checking and Savings account also offers "Vaults," which function like savings buckets for specific goals. You can ...

Discover the CFA, CFP, and CPA certifications that enhance career prospects and deliver strong ROI in finance. Learn which path aligns with your career goals.

CFP Board is rolling out a suite of competency changes that will raise continuing education requirements, reshape qualifying experience and clarify what it means to be ready for independent practice ...

One in 10 CFPs is based in California, according to the research. As of early 2026, the Golden State had the most CFPs with 10,868 certificants, with an estimated 3,628 consumers available to each one ...

On Tuesday, the board announced that it would establish an Academic Pathways & Standards Working Group to review the bachelor's degree requirement and consider whether it should be maintained or ...

Taking the CFP exam can be an important step in advancing your career and it’s important to prepare for it thoroughly. Utilizing CFP exam prep materials and resources can help you better understand ...

If you are closing in on $1 million in retirement savings, it can feel like you finally made it. Years of discipline, investing and saying no to lifestyle creep appear to have paid off. But certified ...

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