Certified Financial Planner Board Of Standards Inc. (CFP Board)
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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
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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.
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CFP Board turns to CFPB to promote its credentialOne 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;
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CFP Board to launch marketing campaign to increase certificants by 5%New $1-million initiative, financed by operating funds, complements public awareness effort.
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NAPFA all-in on pushing CFP markWhy did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
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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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More transparency needed at CFP BoardIf the CFP Board wants to meet its mission and not suffer a lingering stain on its reputation, it must come clean about the Alan Goldfarb drama.
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American College CEO jumps on Goldfarb news, irking advisers
Financial planners are irked at an e-mail sent Nov. 2 by American College chief executive Larry Barton to alumni of the school in reaction to news that Alan Goldfarb, chairman of the Certified Financial Planner Board of Standards Inc., had stepped down, pending an investigation into alleged ethics
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CFP Board ads to hit NPR airwaves this fall
Public-radio listeners will be encouraged to turn to a certified financial planner for investment guidance when advertisements touting CFPs hit NPR this fall.
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CFPs generate substantially higher revenue than IAs: CFP surveyCertified financial planners deliver higher revenue and more client satisfaction for their firms, while making more money than other investment advisers, according to a survey commissioned by the organization that grants their credential.CFP professionals in a solo practice generate between 40% and
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CFP Board lays out penalties for violationsDeclaring bankruptcy two or more times would lead to the revocation of the CFP credential, while breaching fiduciary duty would result in a three-month suspension, under penalties developed by the organization that grants the certification. This week, the Certified Financial Planner Board of
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Finra, planners slug it out over adviser SRO costRegulator pegs annual cost at $155M, CFP Board puts price at $610M; either way, Barney Frank hates the whole idea
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CFP Board hires first director of investigations
In a move that highlights its increasing emphasis on enforcement, the Certified Financial Planner Board of Standards Inc. has hired its first director of investigations.
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Practice management should be continuing-education requirement
GAME HAS CHANGED SMALL PORTION Several recent industry studies have found that financial advisers spend anywhere from 50% to 70% of their time actively managing and attempting to build their practices, leaving precious little time to work with clients. Further, with a more complex operating
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For CPAs, it's revenge of the nerds
GROWING ENROLLMENT DIFFERENT APPROACHES Make way for the nerds. Certified public accountants may make a good living doing personal tax returns and auditing financial statements, but increasingly, they are looking to offer investment advice and financial planning services. In the
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