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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:
CFP® EXAM UPDATE:
The March 2010 exam will include questions covering current 2010 tax law, including the estate tax and Roth IRA conversion changes that were passed in 2001 and 2006, respectively, and took effect in January 2010. Tax tables for the March 2010 exam have been updated and are available for download. Learn more >
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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 testified before the House Financial Services Committee at a hearing titled “Industry Perspectives on the Obama Administration’s Financial Regulatory Reform Proposals.”
Read the Coalition’s Written Testimony >
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 PROPOSES ESTABLISHING INDUSTRY STANDARDS FOR TARGET DATE FUNDS:
Marilyn Capelli Dimitroff, CFP®, 2009 Chair of CFP Board's Board of Directors, 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.
View the video message on YouTube >
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 >
CFP Board News:
CFP BOARD RAISES EDUCATION STANDARDS WITH ADOPTION OF “FINANCIAL PLAN DEVELOPMENT” COURSE REQUIREMENT
WASHINGTON, DC, March 9, 2010 – CFP Board has adopted a new Financial Plan Development Course requirement that raises the education standards for the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Following implementation of the new requirement at educational programs registered with CFP Board, individuals who wish to attain CFP® certification will be required to demonstrate their ability to prepare and deliver a comprehensive financial plan through completion of this new course. Full Article >
CFP BOARD CENSURES IMPROPER CFP® CERTIFICANT CONDUCT
WASHINGTON, DC, March 5, 2010—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Max J. Safdie of Mill Valley, California, suspending his right to use the CFP® certification marks, effective immediately. Full Article >
FINANCIAL PLANNING COALITION SHARES WITH CONGRESS NEW POLL DEMONSTRATING STRONG PUBLIC SUPPORT FOR FINANCIAL PLANNING STANDARDS IN UPCOMING REGULATION BILL
Survey of Washington D.C. Residents Showed 83% of Respondents Were in
Favor of Establishing Standards for Financial Planning
WASHINGTON, DC, February 16, 2010 – The Financial Planning Coalition, a group of three leading organizations representing 75,000 financial planning professionals who serve millions of consumers, today sent a letter to the U.S. Senate Committee on Banking, Housing, and Urban Affairs announcing results of new poll indicating overwhelming public support for higher standards for financial planning. The Coalition continued to urge the Committee to include regulation of financial planners as part of the Financial Regulatory Bill currently under consideration by Congress.
Full Article >
Recent CFP Board Events:
WEBINAR: CE SPONSOR PROGRAM - BACK TO BASICS, JANUARY 20, 2010:
This Webinar reviews CFP Board's continuing education standards and the basic tools CE Sponsors need to provide quality continuing education programming for CFP® certificants. A recording of the Webinar is now available. Learn more >
WEBINAR: PRACTICAL APPLICATIONS OF THE FIDUCIARY STANDARD OF CARE, DECEMBER 9, 2009:
A recent study conducted by CFP Board found that many CFP® professionals want to learn more about the Standards of Professional Conduct to better understand when the fiduciary and baseline duties of care apply. CFP Board answered these questions, and more, during this Webinar presented by members of CFP Board’s Ethics Task Force. A recording of the Webinar is now available. Learn more >
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