Certified Financial Planner Board Of Standards Inc. (CFP Board)
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Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
Rivalry flares between American College, CFP
War of words breaks out after The American College announces revamp of the ChFC designation with changes meant to make it more relevant to advisers.
Survey conducted for CFP Board shows increased awareness of its mark
Survey conducted for CFP Board shows increased awareness of its mark; PR campaign though to be reason why
Advisers support CFP Board scrutiny of compensation definitions but still worry about fee-only labels
React to plan to compare pay details in planners' profiles to information about their comp available in regulatory filings and on firm websites.
Setting record straight on CFP Board rules
Answering the question about whether the CFP Board should adopt a less rigorous “fee only” definition.
CFP Board unleashes tsunami in fee-only court case, piling up legal fees
Group asserts its intent to 'continue to vigorously defend itself' against lawsuit
Where are all the women?
If advisory firms are truly interested in attracting more women, they will get behind the CFP Board initiatives to attract more women to financial planning.
Where are the female CFP professionals?
CFP Board to announce results of new research on “feminine famine” in financial advice
Industry group launches latest TV commercial to build CFP brand
It came one day after the Super Bowl advertising blitz, but the CFP Board hopes that a “reality” TV spot it launched Monday will help convince consumers to turn to a certified financial planner for advice. The Certified Financial Planner Board of Standards Inc. unveiled an ad that shows average
CFP Board will switch to electronic exams later this year
No more "fill in the dot completely" when the CFP Board begins administering CFP exam on computers later this year.
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
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