01/30/2026 | Press release | Archived content
CFP Board began a major review of its certification and continuing education requirements in January 2023, convening a 15 member Competency Standards Commission to evaluate standards for education, the exam, experience and CE. After proposing several updates in late 2024, CFP Board has now finalized a series of changes that will roll out over the coming months and years, accompanied by newly released FAQs.
Nerd's Eye View (Kitces.com)