CFP Board News

June 2008

• CFP Board’s Revised Ethical Standards:
  Effective Date July 1, 2008; Enforcement Date January 1, 2009
• Sample Disclosure Documents and Updates to Frequently Asked Questions
• Continuing Education Programs on CFP Board’s Revised Ethical Standards
• CFP Board Business Update Webinar: July 9, 2008, 1:00-2:15 p.m. (ET)
• CFP Board Welcomes SEC Proposal to Enhance Adviser Disclosure
• CFP Board Comments on SEC Proposed Amendments to Regulation S-P
• CFP Board Provides Comments to President’s Advisory Council on Financial Literacy
• Disciplinary Action
• Accomplishments of CFP® Certificants
• Earn Continuing Education Credits by Volunteering at CFP Board’s 2008 Financial Planning Clinics in Washington, DC and Miami
• 2008 Program Directors’ Conference: Michael Kitces, CFP® to Present Keynote Address

May 2008

• CFP Board Names Five to Disciplinary and Ethics Commission
• CFP Board Establishes Council on Education
• March 2008 Exam Results Released
• Searchable CFP® Certificant Listings on Bankrate.com
• Accomplishments of CFP® Certificants
• CFP Board Seeks Nominations for 2009 Board of Directors
• Attend CFP Board Forums at FPA Retreat
• Volunteers Needed for CFP Board’s 2008 Financial Planning Clinics in Washington, DC and Miami
• Registration Now Open for 2008 Program Directors’ Conference

April 2008

• Update from Kevin Keller on CFP Board's Web Site
• CFP Board and FPA Co-Host Financial Planning Day on Capitol Hill
• CFP Board Represented at NASAA Public Policy Conference
• CFP Board Endorses Senate and NASAA Measures to Protect Seniors from Unqualified Financial Advice
• CFP Board Statement on Treasury Blueprint for a Modernized Financial Regulatory Structure
• PBS Series "Retirement Revolution" Highlights Value of Working with CFP® Professional
• President's Advisory Council on Financial Literacy Creates Volunteer Initiative
• Books Published by CFP® Certificants
• Searchable CFP® Certificant Listings Coming to Bankrate.com
• CFP Board Strengthens Controls on Distribution of Certificant Information
• Application Deadline Approaching for 2008 Financial Planning Grants
• Community Leadership Awards Program Seeks Nominations
• CFP Board Seeks CFP® Professionals to Participate in Financial Planning Clinic in Miami on Saturday, November 15, 2008
• Workshop Presenters Sought for 2008 Financial Planning Clinics in Washington, DC and Miami

March 2008

• Frequently Asked Questions about CFP Board's Revised Ethical Standards
• Bankrate.com to Feature Searchable CFP® Professional Listings
• CFP Board Adopts Strengthened Governance Policies for Disciplinary Procedures
• CFP® Marks in the News
• Book Authored by CFP® Professional
• Financial Planner Volunteers Sought for Washington, DC Financial Literacy Fair
• Grant Funding Opportunities from CFP Board
• Participate in CFP Board’s Washington, DC Financial Planning Clinic in September

February 2008

• CFP Board Adopts Revised Mission Statement
• President Bush Names CFP Board Representative to Advisory Council on Financial Literacy
• CFP Board Announces Partnership with Bankrate.com
• 2008 Financial Planning Grants Program

January 2008

• November 2007 Exam Results Released
• Updated Standards of Professional Conduct Booklets Available
• Julie T. Heil Joins CFP Board as Director of Examinations

December 2007

• CFP Board's New Address
• CFP Board Testimony Supports Repeal of Michigan Service Tax on Financial Planning
• CFP Board Thanks Its Volunteers
• New Members Join 2008 Council on Examinations
• Report on November 2007 Disciplinary and Ethics Commission Meeting
• Frank Bergmeister, CFP® Joins CFP Board as Director of Education
• CFP Board Names Communications Directors
• Employment Opportunities at CFP Board’s Washington Headquarters

November 2007

• CFP Board Joins FPSB to Promote Global Professional Standards for Financial Planning
• Carol Lee Roberts, CFP® Named as CFP Board’s Managing Director of Examinations & Education
• CFP Board Sponsors Outstanding Financial Planning Paper Award at AFS Meeting
• Employment Opportunities at CFP Board’s Washington Headquarters

October 2007

• Asha P. Williams Named as CFP Board's Managing Director, Communications and Marketing
• J. Barron Knight, Esq. Named as CFP Board's Director of Professional Review
• Results from July 2007 CFP® Certification Examination Released
• March 2008 Exam Rescheduled
• Prior Year Tax Law to Be Tested on March CFP® Certification Examinations
• Employment Opportunities at CFP Board's Washington Headquarters

September 2007

• 2008 Board of Directors Announced
• CFP Board Announces "Task Force on Continuing Education and Comptency" at Senate Hearing
• Emil S. Mara, CPA, Named as CFP Board's Chief Financial Officer
• Employment Opportunities at CFP Board's Washington Headquarters

August 2007

• Michael P. Shaw, Esq. Joins CFP Board as Managing Director, Public Policy & Legal
• Updates to Disciplinary Rules and Procedures, Effective July 1, 2008
• Bachelor’s Degree Requirement Modified
• Report on July 2007 Disciplinary and Ethics Commission Meeting
• CFP Board Awards $465,063 in Grant Funding to Eight Projects Across the U.S.
• 2007 Financial Planning Clinic Connects Hundreds with CFP® Professionals
• 2007 Program Directors Conference: August 10, 2007 Registration Deadline
• Employment Opportunities at CFP Board’s Washington Headquarters

JULY 2007

• Registration Now Open for 2007 Program Directors Conference
• Employment Opportunities at CFP Board’s Washington Headquarters
• 2007 Financial Planning Clinic in Boston: Final Days to Volunteer

JUNE 2007

• Updated Standards of Professional Conduct Adopted: Effective July 1, 2008
• CFP Board Disciplinary Actions
• Amendment to Disciplinary Rules and Procedures Approved
• Results from March 2007 CFP® Certification Examination Released
• Trademark Tip
• Virginia Tech Takes 8th Annual Ameriprise Financial Planning Invitational
• Coming Soon: Employment Opportunities at CFP Board's Washington Headquarters

MAY 2007

• CFP Board to Relocate to Washington, D.C.
• CFP Board Names Kevin R. Keller, CAE, as Its CEO
• Trademark Tip
• 2007 Financial Planning Clinic Brochures

APRIL 2007

• Share Your Thoughts about Proposed Revisions to CFP Board's Ethical Standards
• Town Hall Meeting Addresses Questions about Proposed Changes to Ethical Standards
• Report on March 2007 Disciplinary and Ethics Commission Meeting
• 2007 Program Directors Conference Update
• University of California, Irvine Unveils Online Introduction to Financial Planning
• Regional Trademark Education Initiative to Focus on Boston Area
• CFP Board Seeks Nominations for 2008 Board of Directors
• Help Promote the 2007 Financial Planning Clinic in Boston

MARCH 2007

• Proposed Revisions to CFP Board's Ethical Standards to Be Released for Comment
• Second Exposure Draft Release Meeting: Denver, March 9, 2007, 9:00 a.m. (MT)
• CFP Board Town Hall Meeting: Denver, March 30, 2007, 9:00 - 11:00 a.m. (MT)
• CFP Board-Registered Programs Celebrate 20th Anniversary
• 2007 Financial Planning Grants Program Application Deadline Extended to March 15
• Participate in the 2007 Financial Planning Clinic: Boston, August 4, 2007

FEBRUARY 2007

• CFP Board and FPA to Co-Sponsor 2007 Program Directors Conference
• CFP Board Disciplinary Actions
• November 2006 Exam Results Released
• Protecting the Trademarks: Everybody Wins
• CFP® Marks in the News
• Application Deadline Approaching for 2007 Financial Planning Grants Program
• 2007 Financial Planning Clinic: Join Your Colleagues in Boston on August 4

JANUARY 2007

• Bachelor's Degree Requirement Extended to March 1, 2007
• March 2007 Exam Application Deadline Extended to February 7, 2007
• Regional Trademark Education Initiative to Focus on Chicago Area
• CFP® Certificants Sought to Participate in 2007 Financial Planning Clinic in Boston
• Financial Planning Grants from CFP Board
• Job Opening at CFP Board: Manager of Examination Position
• CFP Board Report Reader Survey

DECEMBER 2006

• CFP Board Thanks Its Volunteers
• Report on November 2006 Board of Professional Review Meeting
• Petition Process Defined for Challenges to Candidate Fitness Standards
• Misuse of CFP® Marks May Delay Certification Renewal
• Trademark Tip
• CFP® Certificant Sought for Manager of Examination Position
• 2007 Financial Planning Grants Program
• Volunteers Needed to Assist Disciplinary and Ethics Commission
• Contribute to CFP Board's Newsletters

NOVEMBER 2006

• CFP Board Welcomes Don I. Tharpe as Interim CEO
• Task Force to Review Responses to Proposed Revisions to Ethical Standards
• Governance Policy Changes
• Chair-Elect, New Members Named to CFP Board's Governing Board
• CFP Board Sponsors Outstanding Financial Planning Paper Award at AFS Meeting
• Trademark Tip

OCTOBER 2006

• Board of Governors to Review Comments on Exposure Draft of Proposed Revisions to CFP Board's Ethical Standards
• CFP Board Creates Development Department
• CFP Board Disciplinary Actions
• Regional Trademark Education Initiative to Focus on Seattle Area
• Results Released for July 2006 CFP® Certification Examination
• Participate in the Standard Setting Meeting for the CFP® Certification Examination

SEPTEMBER 2006

• Exposure Draft of Proposed Revisions to CFP Board's Ethical Standards: Comment Period Ends September 25, 2006
• Revised Guide to Use of the CFP® Certification Marks Released: Regional Trademark Education Initiative Focuses on Atlanta
• Report of Education Task Force Available for Review

AUGUST 2006

• Exposure Draft of Proposed Revisions to CFP Board's Ethical Standards Released for Comment
• CFP Board's Inaugural Annual Meeting a Success
• 2006 Financial Planning Grant Awards Announced

JULY 2006

• Annual Meeting Registration Deadline Approaching
• Proposed Revisions to Code of Ethics and Practice Standards Scheduled for Release
• Board of Appeals Affirms Disciplinary Action
• Candidate Fitness Standards
• Record Number of Registrants for CFP® Certification Examination
• CFP Board to Release Revised Marks Use Guide and Increase Enforcement Efforts

JUNE 2006

• Report on May 2006 Board of Governors Meeting
• IRS Registers with CFP Board as Continuing Education Sponsor
• Changes to CFP Board's Disciplinary Rules and Procedures
• CFP Board Disciplinary Actions
• Volunteers Needed for Los Angeles Field Test and Financial Planning Clinic

MAY 2006

• Results Released for March 2006 CFP® Certification Examination
• Report on May 2006 Board of Examiners Meeting
• Board of Governors Meeting May 17-19, 2006

APRIL 2006

• CFP Board Seeks Financial Planning Clinic Volunteers
• Introducing CFP Board's Director of Education and Examination
• Developing the CFP® Certification Examination
• Report on March 2006 Board of Professional Review Meeting
• CFP Board Updates Policy on Collection and Dissemination of Information

MARCH 2006

• Annual Meeting Update: Registration Now Open
• Education Task Force Update
• 2006 Financial Planning Grants Program Update

FEBRUARY 2006

• Application Deadline Approaching for 2006 Financial Planning Grants Program
• Continuing Education Update
• Annual Meeting Update - Information Now Available Online

JANUARY 2006

• More Than 50,000 CFP® Certificants in the United States
• Board of Governors Update
• Financial Planning Grants from CFP Board
• Annual Meeting Update - Make Your Vacation Pay!
• CFP Board Disciplinary Actions
• Volunteers Needed to Assist Board of Professional Review