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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 of client and planner attitudes, values, and biases; behavioral finance; sources of money conflict; p...

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 year's conference will feature topics to advance financial planning education, including an update on the CFP Board Practice Analysis, the largest research proj...