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Fidelity Investments Becomes Newest Founding Sponsor for CFP Board Center for Financial Planning

Fidelity Investments Becomes Newest Founding Sponsor for CFP Board Center for Financial Planning
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United statesDavid coyneKevinr kellerFidelity investmentsFinancial planning centerBoard centerFounding sponsorFinancial planningFidelity investmentDiversity summitRetail distribution

CFP Board Announces November 2023 CFP® Certification Exam Results

/PRNewswire/ CFP Board today announced the results of the November 2023 CFP® Certification Exam. The exam was administered during an October 31 to November.

United statesNorth carolinaNew yorkKevinr kellerNew recordCertification examEducation verificationCfp board

CFP Board Center for Financial Planning Hosts 2023 Academic Research Colloquium for Financial Planning

CFP Board Center for Financial Planning Hosts 2023 Academic Research Colloquium for Financial Planning
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United statesMegan mccoyShlomo benartziVickie bajtelsmitStephen horanConrad ciccotelloKevinr kellerSonya lutterBoard centerNorthwestern mutualFinancial planning centerAcademic research colloquiumFinancial healthRenaissance arlington capital view hotel inTexas tech universityImplications of research on financial planning

CFP Board Announces Two Key Leadership Promotions for Government Relations & Public Policy and Financial Planning Workforce Initiatives

CFP Board Announces Two Key Leadership Promotions for Government Relations & Public Policy and Financial Planning Workforce Initiatives
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District of columbiaUnited statesMaureen thompsonJason gudeniusKevinr kellerErin koeppelCollege parkEthics commissionCornell law schoolUniversity of marylandOhio wesleyan universityVirginia commonwealth universityBoard centerKl gatesServices at marketingManaging director

CFP Board survey: LGBTQ+ investors report feeling financially secure

CFP Board survey: LGBTQ+ investors report feeling financially secure
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United statesKevinr kellerLaura latouretteBoard consumer sentimentBoard centerPrincipal at family wealth management groupConsumer sentiment surveyFinancial planning pulseFinancial planningAmbassador laura latouretteFamily wealth management