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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.
Earn credit toward industry certification while staying up to date on key financial planning topics and strategies.
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...
The Financial Conduct Authority is looking further into bringing model portfolios under its incoming consumer composite investments (CCI) regime, which is set to standardise disclo...
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...
On 4 September 2026, the Financial Conduct Authority published Consultation Paper 26/32: Quarterly consultation paper No. 53 (CP26/32). In CP26/32, the FCA proposes certain miscell...
The CFP Board’s Dane Snowden discusses how the industry needs to prepare as consumer expectations, technology and the financial planning profession change.
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