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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 >
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 become effective July 1, 2008, 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 >
Read Frequently Asked Questions about CFP Board's Revised Standards of Professional Conduct
CFP Board News:
CFP BOARD FORMS COUNCIL ON EDUCATION
WASHINGTON DC, May 7, 2008 - CFP Board, the non-profit certifying and standards-setting organization that oversees more than 57,000 financial professionals holding the CERTIFIED FINANCIAL PLANNER™ certification, has formed a new advisory group, the Council on Education. Full Article >
CFP BOARD AND BANKRATE, INC. PARTNER TO HELP CONSUMERS FIND FINANCIAL PLANNERS
WASHINGTON, DC, May 5, 2008 - CFP Board and Bankrate, Inc. announced today that they have formed a new relationship to benefit consumers. On Saturday, May 3, 2008, Bankrate.com began offering CFP Board’s searchable listings of CERTIFIED FINANCIAL PLANNER™ professionals to its visitors, which now number more than 60 million annually. Full Article >
CFP BOARD ENDORSES TWO NEW MEASURES TO PROTECT SENIORS FROM UNQUALIFIED FINANCIAL ADVICE
WASHINGTON, DC, April 3, 2008 - CFP Board today announced its strong support for two measures intended to stem the proliferation of financial planning designations marketed to seniors: the “Senior Investor Protection Act of 2008” introduced by Senators Herb Kohl and David Vitter, and the “New Model Rule on the Use of Senior-Specific Certifications and Professional Designations” issued by the North American Securities Administrators Association (NASAA). Full Article >
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