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Certification Updates

  • Consumer Advocacy Expands With CFP Board Ambassador Program in Seven Regions Across the Country

    October 6, 2010 — Responding to financial insecurity many Americans feel today, Certified Financial Planner Board of Standards, Inc. has expanded its national consumer advocacy program through the creation of the CFP Board Ambassador program.
    10/06/2010
  • CFP Board Issues two Interim Suspensions

    September 30, 2010 — CFP Board announces that it has issued interim suspensions to Daniel J. Trolaro of Oakland, New Jersey, and Sandra M. Venetis of Branchburg, New Jersey, suspending their right to use the CFP® certification marks, effective immediately.
    09/30/2010
  • No Strings Attached: Free Financial Planning at DC Financial Planning Day, October 23

    September 29, 2010 — We’ve all heard that there’s no free lunch, but in these challenging economic times, Washington D.C., metro area residents will be able to get free financial planning advice and guidance from professional financial planners at the D.C. Financial Planning Day. No strings attached. No business cards exchanged and no one will even follow up with a call.
    09/29/2010
  • CFP Board Censures Improper CFP® Professional Conduct

    September 27, 2010 — Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against the following individuals’ right to use the CFP® certification marks, effective immediately.
    09/27/2010
  • With Financial Abuse on the Rise, CFP Board Releases "Consumer Guide to Financial Self-Defense”

    WASHINGTON, DC, September 21, 2010 — Two years after the financial crisis threatened to bring down the world economy and Bernie Madoff’s Ponzi scheme was exposed, the Certified Financial Planner Board of Standards released a free guide today to the public so that they know what to watch out for – ten tips for handling “red flags” when choosing and working with a financial advisor.
    09/21/2010
  • News Advisory: on September 21, 2010, the Second Anniversary of U.S. Financial Crisis, CFP Board to Release the Consumer Guide to Financial Self-Defense

    WASHINGTON, DC, September 16, 2010 — Two years after the financial crisis threatened to bring down the world economy and Bernie Madoff’s Ponzi scheme was exposed, the Certified Financial Planner Board of Standards is releasing a free guide to the public so that they know what to watch out for – ten “red flags” – when choosing and working with a financial advisor. CFP Board's Consumer Guide to Financial Self-Defense will be released during a news conference on September 21, 2010 at 1:30 p.m. (Eastern), during which CFP Board will be joined by the National Football League Players Association and GSA as well as a victim of financial fraud.
    09/16/2010
  • Generation x – Building a Solid Foundation in the Nesting Years

    WASHINGTON, DC, September 13, 2010 — Thinking of starting a family or buying a house? You need to have a plan, and you need to make smart financial decisions that benefit you today and position you for success in the future. That’s the message to Generation X from Eleanor Blayney, CFP®, CFP Board's Consumer Advocate, in the second segment of the non-profit organization’s Lifelong Financial Strategies initiative.
    09/13/2010
  • Financial Planning Coalition Asks SEC to Require Fiduciary Standard of Care to Protect Retail Customers

    WASHINGTON, DC, August 30, 2010 — The Financial Planning Coalition, in a letter to the Securities and Exchange Commission (SEC), is asking that the fiduciary standard of care—a key investor protection for all Americans who are investing for college, retirement and other needs—be extended to broker-dealers and other financial professionals who provide personalized investment advice to retail customers.
    08/30/2010
  • CFP Board Submits Comments on SEC Target Date Funds Proposal

    Washington, DC, August 24, 2010 – Target date funds’ advertising and marketing materials need to have better disclosure, provide more specific information about their glide path and asset allocation, and include greater descriptions of asset classes, according to recommendations CFP Board made to the Securities and Exchange Commission on their proposed rules governing target date funds.
    08/24/2010
  • Generation Y – An Opportunity for a Fresh Financial Start

    Washington, DC, August 23, 2010 — Just starting out? You need to make smart financial decisions – and a plan. That’s the message from Eleanor Blayney, CFP®, the consumer advocate for Certified Financial Planner Board of Standards, Inc., in the first segment of the non-profit organization’s Lifelong Financial Strategies initiative.
    08/23/2010
  • CFP Board-Registered Programs Address Opportunities to Encourage Students’ Integration and Applications of Financial Planning Knowledge

    Washington, DC, August 19, 2010 – Nearly 200 people from around the country came to The Fairfax on Embassy Row in Washington, DC on August 12-13 to get a firsthand look at how CFP Board is working with the education community to strengthen its programs for the benefit of students, educators and the public.
    08/19/2010
  • Alan Goldfarb Elected CFP Board’s 2011 Chair-elect

    Washington, DC, August 4, 2010 – Veteran financial planner and educator Alan Goldfarb, CFP® has been elected by his peers on CFP Board’s Board of Directors as 2011 Chair-elect, which continues his many years of service and dedication to the financial planning profession.
    08/04/2010
  • Lifelong Financial Strategies: 25 Tips Over 25 Weeks

    Washington, DC, August 3, 2010 – Life is full of changes, and with each new phase of life comes new financial responsibilities, needs and goals. With that in mind, CFP Board’s Consumer Advocate program is starting a “25 Tips over 25 Weeks” initiative as a way to promote financial planning for all Americans during five key phases of their life and to help mark CFP Board’s 25th anniversary this year.
    08/03/2010
  • Leading Organizations Launch National Financial Planning Challenge

    Denver, Colo. and Washington, DC, August 3, 2010 – The Financial Planning Association® (FPA®), the Academy of Financial Services, Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) announced the 2010 Financial Planning Challenge, a competition designed exclusively for college and university finance undergraduate degree programs registered with the CFP Board, or related fields of study.
    08/03/2010
  • Conference Highlights Financial Planning Education

    Washington, DC, July 28, 2010 — Financial planning education best practices and research will be on the agenda during CFP Board’s Program Directors’ Conference on August 12-13 in Washington, D.C., as educators from across the country come together to share ideas and resources, all in an effort to prepare future personal financial planners.
    07/28/2010
  • Survey: two Years After the Financial Meltdown, Most Americans Remain Anxious About Personal Finances, Settle in for a Slow Recovery

    Washington, DC, July 13, 2010 — Financial planners certainly have their work cut out for them nearly two years after the start of the current financial crisis in the fall of 2008: Americans are keeping their optimism in check and preparing for a long and slow return to growth, according to a major new national opinion poll conducted for CFP Board by Penn, Schoen Berland.
    07/13/2010
  • CFP Board Hires Dan Drummond as New Director of Public Relations

    Washington, DC, June 22, 2010 — Certified Financial Planner Board of Standards, Inc. announced today that former journalist, Capitol Hill staffer and senior PR agency professional Dan Drummond has been named as its Director of Public Relations at its Washington, D.C. headquarters.
    06/22/2010
  • Statement Commending Sen. Herb Kohl (D-WI) on “making Savings Last” for Retirees

    Washington, DC, June 16, 2010 — Today’s hearing held by Senator Kohl and the Senate Special Committee on Aging focused on a challenge millions of Americans face as our country ages: Making our savings last through retirement. Certified Financial Planner Board of Standards, Inc., commends Senator Kohl for his leadership on this important issue.
    06/17/2010
  • Without Fiduciary Protections, It's "Buyer Beware" for Investors

    Washington DC, June 10, 2010 — Consumer Advocates, State Regulators and Financial Industry Organizations Join Senate Fiduciary Champions in Calling on Congress to Require Financial Professionals to “Act in the Best Interests” of Investors
    06/15/2010
  • CFP Board Hires Tom Crowder as New Managing Director, Marketing and Business Development

    Washington DC, June 10, 2010 — Certified Financial Planner Board of Standards, Inc., announced today that veteran consumer marketing executive Tom Crowder will start work at its Washington, D.C. headquarters on June 14, 2010 as managing director, marketing and business development.
    06/10/2010
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