Future CFPs, it’s time to study up on new tax laws. The CFP Board is updating its exam for new candidates come November. Processing Content "I'm glad to see that [the CFP Board] has responded quickly ...

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 ...

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 pass rate for the November certified financial planner certification exam was 64%, according to the group’s Board of Standards, which said 3,204 candidates took the test during the Nov. 1-8 ...

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 ...

I was planning on just the opposite — a scrappy how-to guide on nailing the CFP exam on my first try as a career changer. I visualized the “preliminary pass” notification on my computer screen. I ...