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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:

OFFICE CLOSURE:CFP Board's office will be closed for the Independence Day Holiday on Friday, July 3, 2009. The office will re-open on Monday, July 6, 2009.

FINANCIAL PLANNING COALITION UPDATE: The Coalition has released a statement expressing its support and appreciation for key elements of the President’s proposal for 21st Century Financial Regulatory Reform. 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 >

JULY 2009 CFP® EXAM UPDATE: (Updated June 15)
The Tax Tables that will be provided with test booklets for the July 2009 CFP® Certification Examination have been updated and are available for review online at www.CFP.net/become/taxtables.asp.

PROPOSED TECHNICAL CORRECTIONS TO STANDARDS OF PROFESSIONAL CONDUCT:On March 30, 2009, CFP Board's Board of Directors issued a request for comments on proposed technical corrections to CFP Board’s Standards of Professional Conduct (Standards). Comments received during the 30-day comment period, which ended April 29, 2009, will be reviewed and considered by the Board of Directors. Read more >

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 >

Upcoming Events:

REGISTRATION OPEN FOR CFP® CERTIFICANT CONNECTIONS IN CALIFORNIA: JULY 13-14, 2009: Join Marilyn Capelli Dimitroff, CFP®, 2009 Chair of the Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO, during a series of town hall-style meetings. The events will be held in an open format to allow participants to address the topics of most importance to them, and to provide CFP Board’s leadership the chance to connect with the CFP® certificant community. CFP® Certificant Connections are scheduled in San Diego, Los Angeles and San Francisco July 13-14, 2009. Learn more and Register to attend >

CFP BOARD BUSINESS UPDATE WEBINAR: JULY 14, 2009, 1:30 - 2:45 P.M. (EASTERN TIME): Join CFP Board's leadership for an interactive Webinar covering the latest news from CFP Board. Hear the latest on CFP Board’s involvement in the Financial Planning Coalition that has called for a national oversight board for financial planners, and learn more about CFP Board’s efforts to educate consumers about the importance of ethical and competent financial planning services provided by professionals who hold CFP® certification. Learn more and Register to attend >

SAVE THE DATE! UPCOMING CFP® CERTIFICANT CONNECTIONS IN THE MIDWEST: CFP® Certificant Connection meetings are scheduled to take place in Minneapolis, St. Louis and Chicago on October 20-21, 2009. Learn more >
 

CFP Board News:

CFP BOARD REQUESTS PROPOSALS FOR 2009 FINANCIAL PLANNING GRANTS PROGRAM

WASHINGTON, DC, July 2, 2009 - CFP Board has announced details of its 2009 Financial Planning Grants program, which provides grant funding to innovative and sustainable projects that further its mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The 2009 Financial Planning Grants program introduces an option for funding research projects designed to result in practical information that enhances CFP Board’s focus on maintaining rigorous standards in the interest of consumer protection, and that enables CFP® certificants to provide broader segments of the public with competent and ethical financial planning. The application deadline for proposals is August 31, 2009. Full Article >

CFP BOARD CENSURES IMPROPER CFP® CERTIFICANT CONDUCT

WASHINGTON, DC, July 1, 2009 - Certified Financial Planner Board of Standards Inc. (CFP Board) today announces that it has issued interim suspensions of the following individuals' rights to use the CFP® certification marks: Morris Armstrong, Jeffrey A. Forrest and Julie M. Jarvis. Full Article >

CFP BOARD PROPOSES ESTABLISHING INDUSTRY STANDARDS FOR TARGET DATE FUNDS

Seeks greater uniformity in asset allocations among popular 401(k) investment vehicles
WASHINGTON, D.C., June 19, 2009 — Certified Financial Planner Board of Standards, Inc. Chair Marilyn Capelli Dimitroff, CFP® 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. Full Article >

Recent CFP Board Events:

CFP BOARD EDUCATION UPDATE WEBINAR, APRIL 15, 2009: CFP Board's first Education Update Webinar provided updates to education providers on new and upcoming changes to CFP Board’s education policies. Read more and view the Webinar recording >

CFP BOARD BUSINESS UPDATE WEBINAR, MARCH 6, 2009: This Webinar updated CFP® certificants and other CFP Board stakeholders on CFP Board's activities and key issues related to CFP® certification, with a focus on CFP Board's work with the Financial Planning Coalition that is working to provide the financial planning profession with a unified voice that can effectively shape the discussion of future reforms to the regulation of the financial services industry. Read more and view the Webinar recording >