Certified Financial Planner Board Of Standards Inc. (CFP Board)
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I took the test, I talked the talk. Now you can call me a CFP!
I didn't think this day would ever come, but on July 15, I received an email from the Certified Financial Planner Board of Standards Inc. that said: “Congratulations! You are now a certified financial planner.”I completed the financial planning certificate program at the University of Virginia in
Camardas consider an appeal of dismissed CFP Board case
Other advisers dinged by fee-only compensation definition weigh in on judge's decision.
Judge throws out Camarda case against CFP Board
U.S. District Judge Richard J. Leon granted a motion for summary judgment and dismissed the controversial lawsuit against the CFP Board filed by Jeffrey and Kimberly Camarda involving use of the fee-only compensation label.
CFP Board cracks down on compensation disclosure, revokes a license
The Certified Financial Planning Board of Standards Inc. has revoked the CFP credential of a Florida investment adviser for administrative violations involving the way he described his form of compensation and admonished two other CFPs for mischaracterizing the way they are paid.The actions mark
CFP Board eliminates government relations position
At a time when the investment advice industry is watching developments in Washington more closely than ever, the Certified Financial Planner Board of Standards Inc. is shelving part of its lobbying function.At the beginning of the month, the organization laid off Todd Cranford, who had been
Tittsworth exits IAA after waging battles on behalf of investment advisers
After 18 years, David Tittsworth is leaving the Investment Adviser Association, a group he led during a period of expanding regulation.
CFP Board hires new general counsel to oversee ethics, designation enforcement
Leo G. Rydzewski has been lead counsel in compensation-description litigation for the board, and in part replaces Michael Shaw, who left Dec. 12.
CFP Board eases restrictions on use of mark
Board announces expansion of allowances for experience requirement and alternative to capstone.
CFP Board head of enforcement leaves in midst of compensation-definition disputes
With no replacement named, it is unclear what Michael Shaw's departure will mean for board strategy.
CFP Board launches initiative to recruit women for financial planning
Women's Initiative Council will provide guidance on the development of enterprises to pave a way for more women to enter the industry.
Will the SEC use its extra funding to strengthen adviser oversight?
Now that it looks like the SEC will get an additional $150 million in funding, speculation is mounting on how the funds will be deployed. Is increasing adviser oversight going to be a priority?
Kahler and CFP Board reach agreement on fee-only status
Some advisers fault CFP Board for giving well-known South Dakota planner a sweetheart deal and for lacking transparency.
CFP Board exam moves online
For the first time, the CFP Board later this week will administer its qualifying exam online. The organization is promising CFP mark holders that the migration from paper-and-pad to keyboard-and-screen will not water down the test.
CFP isn't lone credential enforced via sanctions
An Aug. 18 letter [“Industry group responds to editorial criticism,” by Ray Ferrara, chairman of the Certified Financial Planner Board of Standards Inc.] contains the incorrect assertion that the certified financial planner designation “is the only certification or designation in the financial ...
CFP Board responds to compensation disclosure rule criticism
Your Aug. 11 editorial, ACFP Board: Talking tough but acting soft,” incorrectly concluded that Certified Financial Planner Board of Standards enforces our compensation disclosure rules in a weak and inconsistent manner.