Certified Financial Planner Board Of Standards Inc. (CFP Board)
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CFP board navigates rough seas
Roiled by controversies over compensation disclosure and an attempt to offer its own continuing-education programs, the CFP board is forced to adjust.
NAPFA expects workable fee-only definition from CFP Board in next couple weeks
Has a vested interest; practitioners will push for something predictable and enforceable.
CFP exam is a test of mettle, too
Last month, my colleague Mark Schoeff Jr. filed a story about a recent survey showing that more than half of college students who had completed financial planning coursework at three universities had decided not to sit for the national exam that would qualify them as certified planners.
CFPs angry about 'fee-only' flap
Rick Kahler was the first certified financial planner in South Dakota. He may soon become an ex-CFP.
CFP Board's investigation director exits
Rex Staples, director of investigations for the Certified Financial Planner Board of Standards Inc., will be leaving his post Friday. The CFP board is searching for a replacement. Mr. Staples “is leaving to become more involved in complex areas of securities regulation and administration,” CFP
Florida advisers sue CFP Board
Husband and wife balk over a disciplinary case the board raised for using the term “fee-only” to describe their compensation.
Investors want advice to be comprehensive
Designations are important, as is knowledge of investing, taxes, insurance.
CFP Board extends reach with massive online course
The organization behind the Certified Financial Planner credential is teaming with a university to offer the course in 2014
CFP Board to admonish ex-chairman
The Certified Financial Planner Board of Standards Inc. is expected to issue a public admonition letter today to Alan Goldfarb regarding allegations that its former chairman failed to describe accurately how he was compensated on the Financial Planning Association's website.
Foray into CE raises hackles
Red flags have been raised over the possibility that the Certified Financial Planner Board of Standards Inc., which grants the CFP designation, will get into the continuing-education business for planners. The worries bubbled to the surface last Thursday at the National Association of Personal
CFP Board seeks to increase certificants by 5% in 2013
The Certified Financial Planner Board of Standards Inc. is mounting another big marketing campaign this year — this one aimed at persuading investment advisers to become CFPs.
CFP Board turns to CFPB to promote its credential
One of the most controversial creations of the Dodd-Frank financial reform law – the Consumer Financial Protection Bureau – is not supposed to creep into investment-adviser regulation, which is under the aegis of the Securities and Exchange Commission. But advisers should keep an eye on the agency;
CFP Board to launch marketing campaign to increase certificants by 5%
New $1-million initiative, financed by operating funds, complements public awareness effort.
NAPFA all-in on pushing CFP mark
Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
Pavia: Industry should create a single standard for investment advice
The back-and-forth touched off by NAPFA's announcement last Tuesday to go all-CFP next year highlights the fact that after decades of discussion and debate, the financial advisory business is still struggling to define itself.
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly