Releases & Articles

2/2/2012 - CAROLYNN TOMIN, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S COUNCIL ON EDUCATION
February 2, 2012 – Carolynn Tomin, CFP® , has been appointed to serve as the 2012 Chair of the Council on Education, bringing with her expertise as a financial planning educator, currently serving as the program director for Boston University’s Programs for Financial Planning.
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2/2/2012 - JEAN S.H. SCHWARZ, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S COUNCIL ON EXAMINATIONS
February 2, 2012 – Jean S.H. Schwarz, CFP®, has been appointed to serve as the 2012 Chair of the Council on Examinations. The Council on Examinations is responsible for providing advice and recommended actions regarding the development, administration and scoring of the CFP® Certification Examination consistent with best practices in high stakes testing and certification organizations.
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1/25/2012 - TERRY LISTER TO SERVE AS 2012 CHAIR OF CFP BOARD'S PUBLIC POLICY COUNCIL
January 25, 2012 – Experienced regulatory and compliance counsel, Terry L. Lister has been appointed as Certified Financial Planner Board of Standards, Inc. new Chair of its Public Policy Council. The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® professionals and members of the public.
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1/23/2012 - 12 FOR ’12: AN APPROACH TO FINANCIAL CONFIDENCE IN 2012
January 23, 2012 – As we start a new year many people are busy trying to keep all those New Year’s resolutions they made. However, when it comes to your finances, Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP® suggests a more disciplined approach for personal financial success in 2012, one that ties all the components of your financial life together.
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1/18/2012 - CHRIS BEARD, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S DISCIPLINARY AND ETHICS COMMISSION
January 18, 2011 – Chris Beard, CFP® has been appointed to serve as the 2012 Chair of the Disciplinary and Ethics Commission (“DEC”), an independent body charged with upholding the CFP® certification by enforcing CFP Board’s Standards of Professional Conduct (“Standards”).
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1/18/2012 - CFP BOARD SEEKS COMMENTS ON PROPOSED NON-DISCIPLNARY PUBLIC DISCLOSURE OF SINGLE BANKRUPTCY FILINGS
January 18, 2012 – Certified Financial Planner Board of Standards, Inc. announced today that it is seeking comments from CFP® professionals and stakeholders on proposed changes to the way it addresses bankruptcy filings by CFP® professionals and candidates for CFP® certification.
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1/10/2012 - ALAN GOLDFARB, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S BOARD OF DIRECTORS
January 10, 2011 – Top financial advisor and educator, Alan Goldfarb, CFP® is the new Chair of the Board of Directors of Certified Financial Planner Board of Standards, Inc.
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12/15/2011 - SRO FOR INVESTMENT ADVISERS WOULD LIKELY COST AT LEAST TWICE AS MUCH AS AN ADEQUATELY FUNDED SEC; INVESTMENT ADVISERS EXPRESS STRONG OPPOSTITION TO SRO
December 15, 2011 – Creating a self-regulatory organization (SRO) to oversee investment advisers (IA) would likely cost at least twice as much as adequately funding an enhanced Securities and Exchange Commission (SEC) examination program, according to an independent economic analysis by The Boston Consulting Group (BCG). In a survey conducted by BCG, more than 80% of IAs said they would prefer to pay user fees to fund enhanced SEC oversight.
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12/14/2011 - 2011: FINANCIAL ADVICE DURING A VOLATILE YEAR
December 14, 2011 – Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP® asked CFP Board Ambassadors from across the U.S. about how they advised clients during a year when nothing worked as expected.
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12/7/2011 - CFP BOARD APPOINTS ROGER C. MYERS, JR., CPA AS CHIEF FINANCIAL OFFICER
December 7, 2011 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has appointed Roger C. Myers, Jr., CPA as Chief Financial Officer – a critical position that includes managing financial oversight and enterprise risk management.
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11/17/2011 - MOVING THE NEEDLE: PUBLIC AWARENESS OF CFP® BRAND SHOWS SIGNIFICANT INCREASE
November 17, 2011 – Americans now have a greater awareness and more positive impressions of the CFP® designation since the start of Certified Financial Planner Board of Standards, Inc.’s Public Awareness Campaign, according to a study commissioned by the organization.
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11/10/2011 - CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS EXPANDS CFP BOARD AMBASSADOR PROGRAM WITH ADDITION OF 21 AMBASSADORS
November 10, 2011 – To better serve the public and provide ready resources to local media and community organizations, Certified Financial Planner Board of Standards, Inc. has expanded its national CFP Board Ambassador base with the addition of 21 volunteers who will serve 19 regions.
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11/9/2011 - A FAMILY AFFAIR: TALKING TURKEY ABOUT FINANCIAL PLANNING
November 9, 2011 – According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, Americans should use the holiday to discuss important financial issues with family members we see infrequently.
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11/9/2011 - CFP BOARD ELECTS FOUR NEW MEMBERS TO BOARD OF DIRECTORS
November 9, 2011 – CFP Board announced today that it has elected four new Directors to the Board of Directors at its Fall 2011 meeting: John Connell, Michael R. Greene, CFP®, Dr. Eva Kampits and G. Joseph Votava, Jr., CFP®.
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10/19/2011 - BUILD CONFIDENCE IN YOUR FINANCIAL FUTURE
October 19, 2011 – Negative news is dominating the media – from a looming default in Europe to stagnant economic growth in the U.S. According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, these persistent woes are fueling negative consumer financial behavior that is threatening an economic recovery.
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