Certified Financial Planner Board of Standards, Inc.
 
 


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How Is CFP Board Protecting the CFP® Marks? >
Applying the Fiduciary Standard of Care to a Financial Planning Practice >
CFP Board Disciplinary Trends >
Avoiding a CFP Board Rule Violation >
Practical Applications of the Fiduciary Standard of Care >

Request for Comment: CFP Board requests comments on proposed Sanction Guidelines for use in hearings before the Disciplinary and Ethics Commission and the Appeals Committee of the Board of Directors. View the proposal and submit comments by May 30, 2012.

Update: Self-Reported Continuing Education Effective May 1, 2012, the processing fee for self-reporting continuing education (CE) programs not registered with CFP Board will increase to $25 per CE program reviewed. CFP® professionals can avoid the self-reporting fee by completing CE programs registered with by CFP Board. Find registered CE programs >

Order a New CFP® Certificate
CFP Board has released a newly-redesigned CFP® certificate, available to current CFP® professionals. Order through your online account >

New CFP(R) Certificate Design

Products Featuring the CFP® Mark
CFP Board has released a new online store offering a range of products with the new CFP® (with plaque design) mark featured in CFP Board’s Public Awareness Campaign. Visit the new online store >

Learn about publications and other items available from CFP Board here >

Updated CFP® Certification Application Declaration
CFP Board has revised the Declaration Page of the Initial and Renewal Applications for CFP® Certification, effective for all candidates or CFP® professionals whose certification period begins on or after July 1, 2011.
Read more >
CFP® Certification Explanation Statement
for Form ADV Part 2:
CFP Board has developed a sample explanation statement regarding CFP® certification that CFP® professionals may include on Form ADV, Part 2. Read more >
Anonymous Case Histories are detailed summaries of actual cases heard by CFP Board’s Disciplinary and Ethics Commission, the body charged with hearing allegations of misconduct by CFP® certificants. A new online format makes these valuable resources easily accessible to CFP® certificants and others interested in learning more about CFP Board's disciplinary process and the specific types of activities that CFP Board has found contrary to its Standards of Professional Conduct. Read more >

Need CE Credit? Find a Sponsor
Get a list of CE sponsors that offer approved courses for the Code of Ethics and Professional Responsibility and Financial Planning Practice Standards
2-hour CE requirement.
Show list >

BALANCING PERSONAL FINANCIAL RISKS AND REWARDS
May 15, 2012 – Unforeseen, costly emergencies and expenses are often a fact of life. That doesn’t mean there aren’t steps consumers should take to minimize their impact and ensure personal financial security. According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, limiting exposure to risk and getting the right insurance is crucial to protecting one’s financial well-being.
Full Article >

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