There’s always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that’s coming next week may be accompanied by ...

Sample #1: Answer: B) Canceled debts as gifts, since they aren’t taxable income. Explanation: When a debt is canceled as a gift, it is excluded from taxable income because gifts are not subject to ...

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 ...

Keep reading for more of the best CFP® review courses that range from academic and structured to flexible, budget-friendly, and even last-minute tutoring options. When I tested the Boston Institute of ...

The CFP Board announced on Monday the availability of an artificial intelligence-backed exam preparation tool for people pursuing the certified financial planner designation. Those who sign up for the ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

More advisors than ever are pursuing the Certified Financial Planner designation — the most popular professional mark in the wealth management industry. And they're not just signing up in greater ...

Recognizing the success of the first stage of its public awareness campaign, the Certified Financial Planner Board of Standards just launched the campaign’s next phase, which focuses on “the ...