New Bill Creates Savings Accounts for Skills Training
By Melanie WaddellEmployers and employees could contribute to tax-advantaged accounts to fund education and training expenses.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 17, 2026
Ric Edelman to Head New Financial Planning SchoolEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 12, 2026
FINRA to Shorten Wait Times for Retaking ExamsThe regulator's board also approved a plan to provide parties with greater input into replacing arbitrators.
February 09, 2026
American College Set to Distribute RSSA Social Security DesignationsCreated by the National Association of Registered Social Security Analysts, the credential reflects training in helping clients claim benefits.
February 03, 2026
FSI Wants These Advisor Rules Modernized in 2026Two big priorities: Off-channel communications and an updated accredited investor definition.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."