Search results for Cfp

FP's May continuing education quiz now available to advisors

Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.

The Forward Cap Portfolio

Today’s post is about a new portfolio from Cullen Roche called the Forward Cap Portfolio. The post The Forward Cap Portfolio appeared first on 7 Circles.

FP Canada trims return projections and adds a new wildcard for planners

Advisor compensation, a regulatory sandbox and cyber resilience also make the cut

FP資格の新しい活かし方｜相談の幅を広げる“医療×家計”という選択肢

FP資格の新しい活かし方｜相談の幅を広げる“医療×家計”という選択肢

FP Canada, IFP release new investment and inflation assumptions

The guidelines aim to improve consistency in projections

What do financial planners need to know in 2026?

FP Canada adds housing focus, inflation nuance in this year’s planning guidelines

PFFR: An 8% Yield With Incremental Interest Rate Optionality

UNO Now Offers CFP Board Registered Program in Financial Planning

This UNO financial planning education program—the first approved at a Nebraska system college of business—prepares students for careers in financial planning, one of the fastest-gr...

JCB and Credit Card Association of the Philippines (CCAP) Launch Partnership to Boost Financial Literacy Among Filipinos

JCB International Co., Ltd., the international operations subsidiary of JCB Co., Ltd., Japan's only international payment brand, has officially formalized partnership with the Cred...

Earn CE credit with Financial Planning's April quiz

Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.

It's DSRO Exam Time for FCMs: Be Letter 25-38 Prepared!

For futures commission merchants (FCMs) that are clearing members of the Chicago Mercantile Exchange, it’s that time of year: Time for the annual examination of the FCM’s operation...

Why Michael Kitces is speaking out against the CFP Board

The influential planning entrepreneur and the FPA are leading an effort to change a tiered fee structure for continuing education providers that started three years ago.

FFPC High Stakes Fantasy Football Leagues

The FFPC is the exclusive high stakes partner of DLF, offering several different games with huge prizes!

The California Financial Protection Bureau? California Moves to Fill the CFPB Void

What Happened? On May 12, 2026, California Governor Gavin Newsom announced the appointment of former Consumer Financial Protection Bureau (“CFPB”) Director Rohit Chopra as Secretar...

First Capital GAAP EPS of $1.30, revenue of $13.47M

CIRO puts rulebook harmonization, complaint timelines and account transfers at the top of its final-year agenda

Advisor compensation, a regulatory sandbox and cyber resilience also make the cut