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CFP Board Mission:
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. Learn more about CFP Board >
Announcements:
CFP® EXAM UPDATE: (Updated January 27)
The registration deadline for the March 19-20, 2010 CFP® exam is February 3, 2010. The March 2010 exam will include questions covering current 2010 tax law, including the estate tax and Roth IRA conversion changes that were passed in 2001 and 2006, respectively, and took effect in January 2010. Tax tables for the March 2010 exam have been updated and are available for download. Learn more >
Exam results for the November 2009 CFP® exam are now available online through examinees' online CFP Board accounts. CFP Board wishes all examinees the best as they receive their results.
REGISTRATION NOW OPEN FOR CFP® CERTIFICANT CONNECTIONS
IN FLORIDA, FEBRUARY 11-12, 2010: Join CFP Board’s leadership and your CFP® certificant colleagues for these receptions and town hall meetings in Florida.
Miami, Thursday, February 11, 8:00 - 9:30 a.m.
Fort Lauderdale, Thursday, February 11, 5:30 - 7:00 p.m.
Fort Myers (Estero), Friday, February 12, 8:00 - 9:30 a.m.
Learn more and Register to attend >
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PROPOSED FINANCIAL PLAN DEVELOPMENT COURSE REQUIREMENT:On August 3, 2009, CFP Board issued a request for comments on the proposed addition of a financial plan development course requirement to CFP Board's education standards. Comments received during the 60-day comment period, which ended October 2, 2009, will be reviewed and considered by CFP Board and have been posted to CFP Board's Web site. Read more >
CFP BOARD'S POLICY CENTER: CFP Board’s Policy Center allows you to keep-up-to date on CFP Board’s involvement in legislative and regulatory issues affecting the financial planning profession. Read more >
FINANCIAL PLANNING COALITION UPDATE:
The Coalition testified before the House Financial Services Committee at a hearing titled “Industry Perspectives on the Obama Administration’s Financial Regulatory Reform Proposals.”
Read the Coalition’s Written Testimony >
The Coalition has called for the establishment of a professional standards-setting oversight board for financial planners that would be subject to SEC authority. Read the Case Statement >
CFP BOARD PROPOSES ESTABLISHING INDUSTRY STANDARDS FOR TARGET DATE FUNDS:
Marilyn Capelli Dimitroff, CFP®, 2009 Chair of CFP Board's Board of Directors, outlined CFP Board’s proposals to enhance consumer safeguards for investors who use target date funds, in testimony before a joint Securities and Exchange Commission-Department of Labor hearing.
View the video message on YouTube >
Ethical Standards and Resources:
On May 31, 2007, CFP Board announced the adoption of an updated Standards of Professional Conduct, which sets forth the ethical standards for CFP® professionals. The updated Standards, which have an effective date of July 1, 2008 and an enforcement date of January 1, 2009, were designed to maintain CFP Board's high ethical standards, strengthen them in several important ways, and present the standards in a manner that will be easily understood by CFP® professionals and the public they serve. Learn more >
CFP Board News:
CFP BOARD AWARDS $105,195 IN GRANT FUNDING TO HELP PEOPLE BENEFIT FROM FINANCIAL PLANNING
Washington, DC, February 1, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) has awarded grants totaling $105,195 to three projects designed to help more Americans benefit from competent and ethical financial planning. Full Article >
CFP BOARD DATABASE TO HELP CONSUMERS FIND CFP® PROFESSIONALS IS AVAILABLE ON NASDAQ.COM
WASHINGTON, DC, January 27, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that, beginning today, The NASDAQ Stock Market is offering CFP Board’s searchable listings of CERTIFIED FINANCIAL PLANNER™ professionals on its web site, www.nasdaq.com/advisor/, which has more than 23 million unique visitors annually. Full Article >
Recent CFP Board Events:
WEBINAR: CE SPONSOR PROGRAM - BACK TO BASICS, JANUARY 20, 2010:
This Webinar reviews CFP Board's continuing education standards and the basic tools CE Sponsors need to provide quality continuing education programming for CFP® certificants. A recording of the Webinar is now available. Learn more >
WEBINAR: PRACTICAL APPLICATIONS OF THE FIDUCIARY STANDARD OF CARE, DECEMBER 9, 2009:
A recent study conducted by CFP Board found that many CFP® professionals want to learn more about the Standards of Professional Conduct to better understand when the fiduciary and baseline duties of care apply. CFP Board answered these questions, and more, during this Webinar presented by members of CFP Board’s Ethics Task Force. A recording of the Webinar is now available. Learn more >
CFP BOARD BUSINESS UPDATE WEBINAR, NOVEMBER 20, 2009:
The latest Business Update Webinar provided the latest on CFP Board’s recent activities and a look ahead to CFP Board’s activities and priorities for the coming year. Attendees learned more about CFP Board’s heightened engagement on public policy issues and work with the Financial Planning Coalition, as well as updates on the 2009 Job Analysis Study and the recent proposal for a financial plan development course requirement for those seeking to attain CFP® certification. A recording of the Webinar is now available. Learn more >
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