Announcements:

HOLIDAY OFFICE CLOSURE:CFP Board's office will close for the Labor Day holiday weekend on Friday, September 3, 2010 at 3:00 p.m. (Eastern). The office will remain closed on Monday, September 6, 2010 and will re-open on Tuesday, September 7, 2010.

CFP® EXAM UPDATE: (Updated August 30, 2010)     Exam results from the July 16-17, 2010 exam will be released this week by first-class mail to the preferred mailing address of each examinee. Read more >

FINANCIAL PLANNING GRANTS FROM CFP BOARD:   CFP Board offers financial grants to consumer outreach projects and research projects that further CFP Board's mission to benefit the public by granting the CFP^® certification and upholding it as the recognized standard of excellence for personal financial planning. The 2010 Financial Planning Grants program is accepting proposals through October 1, 2010. Learn more >

CELEBRATING 25 YEARS OF EXCELLENCE:   July 17, 2010 marked the 25th anniversary of CFP Board, and we invite you to help CFP Board celebrate the past and future of the financial planning profession and the CFP® certificant community. Listen to the news conference, view the ad, and spread the word > You can also share your memories of CFP Board. Learn more and share your comments >

UPDATES TO CFP^® CERTIFICATION EXAMINATION BLUEPRINT: CFP Board's extensive 2009 Job Analysis Study have resulted in a new exam blueprint which is targeted to be tested on the March 2012 and later administrations of the exam. Eight Job Task Domains will serve as the exam blueprint, with each exam question linked to one of the domains. A list of Principal Topics resulting from the 2009 Job Analysis Study has also been developed to serve as a curricular framework.
Download the list of Job Task Domains >
Download the list of Principal Topics >

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 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 AND OTHER PRO-CONSUMER ORGANIZATIONS SUPPORT EXTENSION OF FIDUCIARY STANDARD:   On June 14, 2010, CFP Board joined with consumer advocates, regulators and industry organizations, as well as U.S. Senators Daniel Akaka and Robert Menendez, to call on the U.S. Congress to require broker-dealers to meet the same fiduciary standard as investment advisers. This would provide critical protections to Main Street investors. In a letter to the conferees, the group urged the House and Senate conferees to adopt the House-passed legislation that extends the fiduciary standard of care to all financial professionals who give investment advice. Read more >

CFP Board News:

FINANCIAL PLANNING COALITION ASKS SEC TO REQUIRE FIDUCIARY STANDARD OF CARE TO PROTECT RETAIL CUSTOMERS

Washington, DC, August 30, 2010 — The Financial Planning Coalition, in a letter to the Securities and Exchange Commission (SEC), is asking that the fiduciary standard of care—a key investor protection for all Americans who are investing for college, retirement and other needs—be extended to broker-dealers and other financial professionals who provide personalized investment advice to retail customers. Full Article >

CFP BOARD SUBMITS COMMENTS ON SEC TARGET DATE FUNDS PROPOSAL

Washington, DC, August 24, 2010 – Target date funds’ advertising and marketing materials need to have better disclosure, provide more specific information about their glide path and asset allocation, and include greater descriptions of asset classes, according to recommendations CFP Board made to the Securities and Exchange Commission on their proposed rules governing target date funds. Full Article >

GENERATION Y – AN OPPORTUNITY FOR A FRESH FINANCIAL START

Washington, DC, August 23, 2010 — Just starting out? You need to make smart financial decisions – and a plan. That’s the message from Eleanor Blayney, CFP®, the consumer advocate for Certified Financial Planner Board of Standards, Inc., in the first segment of the non-profit organization’s Lifelong Financial Strategies initiative. Full Article >

Recent CFP Board Events:

CFP BOARD BUSINESS UPDATE WEBINAR, JULY 16, 2010: CFP Board's leadership held an interactive Webinar with updates on CFP Board's recent and upcoming activities. This Webinar featured details of recent work on a feasibility study to determine the merit of a branding and advertising campaign that increases consumer awareness, preference and use of CFP® professionals. CFP Board will be seeking input from CFP® professionals on this initiative during coming weeks, through a survey and in-person meetings. Learn more and view the recorded Webinar >

WEBINAR: RESULTS OF 2009 JOB ANALYSIS & CRITERIA FOR FINANCIAL PLAN DEVELOPMENT COURSE, JULY 13, 2010: This Webinar for CFP Board-Registered Programs addressed details of the updated CFP® Certification Examination blueprint and the upcoming implementation of the Financial Plan Development Course and their impact on CFP Board-Registered Programs. View the Webinar and related resources >