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 ...

The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner (CFP) is largely considered the gold standard in financial planning. Of the ...

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 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 ...

Research shows that students who use multiple active study strategies, like practice questions, quizzes, and problem-solving, perform better on exams. Since the CFP® exam requires applying knowledge ...

Think planners with employer incentives do better on the exam? Think again. Maybe paying employees' way to get their Certified Financial Planner certification isn't the smartest investment your firm ...

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 ...

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 ...

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 ...