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CFP Board Adds Psychology of Financial Planning to Exam Topics

CFP Board Adds Psychology of Financial Planning to Exam Topics Prospective certified financial planners need to understand psychology and behavioral finance. Author: Apr 26, 2021 7:30 AM EDT The Certified Financial Planner Board of Standards (CFP Board) recently added a new category titled “Psychology of Financial Planning” to the list of topics that prospective certified financial planner certificants will need to know to pass the CFP exam. The updated topic, which will require knowledge o...
United States Victor Ricciardi Brian Portnoy Morgan Housel Kevin Keller Sarah Newcomb

CFP Board Announces 2020 Registered Programs Conference

CFP Board Announces 2020 Registered Programs Conference Sponsors Commitment Helps Advance Financial Planning Program, Education Efforts News provided by Share this article Share this article WASHINGTON, Dec. 10, 2020 /PRNewswire/ -- The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the sponsors of the 2020 Registered Programs Conference, which will take place, virtually, on December 15-16, 2020. This years conference will feature topics to advance financial pl...
United States Tim Gillespie Josephm Gillice Vickie Abbott John Loper Dirk Pantone

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