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CFP Board resets timeline for 40-hour CE requirement

New rules taking effect next year will require CFPs to earn more credits to maintain certification; FP subscribers have access to a library of more than a dozen CE quizzes.

Focused on the Future: Why CFP Certification Is Becoming More Important in Financial Planning with Dane Snowden

The CFP Board’s Dane Snowden discusses how the industry needs to prepare as consumer expectations, technology and the financial planning profession change.

CIRO imposes $7.6 million in sanctions on individuals in fiscal 2026: annual report

Hearing panels handed down 10 permanent bars and 16 suspensions across 39 decisions

SEC rule would let investors take exam to qualify as accredited

In addition to proposing broader access to private market investments for those who pass a test and for CFPs and other credential holders, the SEC also proposed expanding advisors'...

FPA Debuts New Version of PlannerSearch Tool

The association partnered with Snappy Kraken and The Smyth Group to transform its static directory into an interactive matching system, with more visibility in AI search.

SEC Approves FINRA Rule 2210 Amendment Allowing Projected Performance and Targeted Returns

FP Canada confirms interim executive as business development chief

The 30-year banking and wealth veteran takes the post permanently after holding it since June

SWE90 Separates Fiduciary Advisory and Regulation Best Interest Roles

CFP takes stance on NFL players return to college game

The CFP committee is made up of 10 FBS commissioners and Notre Dame AD.

FAIR Canada tells regulators to hold the line on prediction markets

Wealthsimple wants wider retail access to event contracts; FAIR Canada says prove it first

How certified coaching skills complement — and boost — financial planning

The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with va...

CFTC Proposes Registering Crypto Exchanges Offering Leverage

The CFTC and the Securities and Exchange Commission are working to bridge the regulatory gap after the Clarity Act was blocked.

Investments & Wealth Institute Client Research Finds Advanced Certifications Carry Weight with Clients

Eighty-two percent of advisory clients say advanced professional certifications would be important if they were looking for a new advisor today

Total Financial Management Becomes a NAPFA Member

POLAND, Ohio – Total Financial Management LLC, a registered investment advisory firm, has become a member of the National Association of Personal Financial Advisors.  NAPFA members...

CIRO permanently bans former TD rep over $150k in transfers

Hearing panel orders $350k in fines and disgorgement after a dealing representative admitted misappropriating client money

New scholarship targets women switching careers to advising

A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.

Investments & Wealth Foundation and Dobbs Education, LLC Commit $40,000 to Expand Access to Yale Executive Education

Initiative will support 40 CIMA® and CPWA® certification scholarships during the 2026-2027 program year

Financial Services PR: Regulation, Trust & Leadership

Discover how Financial Services PR navigates SEC Regulation FD, builds trust, and leverages thought leadership. Learn why trust in financial services is growing

FCA publishes good and poor practice for CFD firms

On 15 October 2026, the Financial Conduct Authority (FCA) published a new webpage setting out good practices and areas where contracts for difference (CFD) firms could do more to m...

Crews Sworn in as Member of NCUA Board; Designated Chairman

SIMA calls for transparency and fee discipline in BCSC regulatory review

Association urges the securities regulator to adopt multi-year fee frameworks and explore AI efficiencies before raising costs on registered firms and advisors

CIRO sanctions advisors $7.6 million and firms $8.6 million

Fines, a proficiency overhaul and a cyber lawsuit all feature in CIRO's year-end wrap

Financial Planning's September CE quiz now live for subscribers

Earn credit toward industry certification while staying up to date on key financial planning topics and strategies.

FCA data backs CII on consumer duty reporting gaps

Second-year Consumer Duty board reports show better governance and richer data - but most firms still cannot prove their reporting is actually improving outcomes for customers