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Certification Updates

  • May 01, 2010

    CFP Board Seeks Qualified Candidates for 2011 Board of Directors

    WASHINGTON, DC, May 1, 2010 – The Nominating Committee of Certified Financial Planner Board of Standards Inc. (CFP Board) seeks individuals to serve on CFP Board's Board of Directors beginning in January 2011. Board Directors serve four-year terms on CFP Board's governing body. The deadline for submitting a completed application form is June 18, 2010.
  • April 28, 2010

    National Organizations Unite to Provide Free Financial Education to Underserved Populations via Financial Planning Days Throughout the U.S.

    WASHINGTON, DC, April 28, 2010 — The Financial Planning Association® (FPA®), the Foundation for Financial Planning, Certified Financial Planner Board of Standards (CFP Board) and the U.S. Conference of Mayors announced a major initiative to provide free financial education and programming to underserved populations throughout the U.S. The first-of-its kind effort is slated to involve thousands of financial planners and consumers with the support of numerous cities in a series of “Financial Planning Days” scheduled for October 2010.
  • April 08, 2010

    CFP Board Takes Transparent Approach With New "Anonymous Case Histories"

    WASHINGTON, DC, April 8, 2010 – CFP Board announced today that a collection of newly formatted ‘Anonymous Case Histories’ is now available to the public online. The 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. The case histories are considered important resources for certificants and compliance officers seeking clarification of CFP Board's Standards of Professional Conduct.
  • April 07, 2010

    CFP Board to Host Free Financial Planning Clinic in Chicago

    More Than 20 Chicago-area CFP® Professionals Will Offer Pro Bono Advice on Retirement, Employee Benefits, Debt Management, Foreclosure and More WASHINGTON, DC, April 7, 2010 – CFP Board announced plans today for a free and wide-ranging Financial Planning Clinic at DePaul University’s O’Hare Campus in Des Plains, IL that will be open to the general public. Chicago-area residents will have access to free financial planning advice and guidance from more than 20 local CERTIFIED FINANCIAL PLANNER™ professionals, who have committed to volunteering their time and expertise to work with Chicagoans one-on-one to address important financial questions.
  • April 01, 2010

    CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON, DC, April 1, 2010 — Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Mark J. Carpenter of Ann Arbor, Michigan, suspending his right to use the CFP® certification marks, effective immediately.
  • March 30, 2010

    CFP Board Appoints Two New Members to Disciplinary and Ethics Commission

    WASHINGTON, DC, March 30, 2010 – CFP Board, the non-profit certifying and standards-setting organization that oversees more than 61,000 CERTIFIED FINANCIAL PLANNER™ professionals, today announced that two new members will join its Disciplinary and Ethics Commission.
  • March 25, 2010

    CFP Board Censures Improper CFP® Certificant Conduct

    Washington DC, March 25, 2010 — Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against thirteen individuals’ right to use the CFP® certification marks, effective immediately.
  • March 09, 2010

    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.
  • March 05, 2010

    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.
  • February 19, 2010

    CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON, DC, February 19, 2010—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Oren Sullivan of Rock Hill, South Carolina, suspending his right to use the CFP® certification marks, effective immediately.
  • February 16, 2010

    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.
  • February 01, 2010

    CFP Board Awards $105,195 in Grant Funding to Help People Benefit From Financial Planning

    Washington, DC, February 1, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) has awarded grants totaling $105,195 to three projects designed to help more Americans benefit from competent and ethical financial planning.
  • January 27, 2010

    CFP Board Database to Help Consumers Find CFP® Professionals is Available on Nasdaq.com

    WASHINGTON, DC, January 27, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that, beginning today, The NASDAQ Stock Market is offering CFP Board’s searchable listings of CERTIFIED FINANCIAL PLANNER™ professionals on its web site, www.nasdaq.com/advisor/, which has more than 23 million unique visitors annually.
  • January 11, 2010

    Groups Urge Senate Banking Committee to Protect Investors by Adopting a Strong, Pro-Investor Fiduciary Standard for All Who Provide Investment Advice

    Counter Myths Being Circulated by Those Seeking to Weaken the Standard WASHINGTON, DC, January 11, 2010 – CFP Board and six other organizations – representing state securities regulators, investors, and members of the investment adviser and financial planning professions – have written to members of the Senate Committee on Banking, Housing, and Urban Affairs expressing strong support for an investor protection provision in the Senate’s draft regulatory reform bill that would require all those who offer investment advice to be held to the highest standard of care to their clients – the Investment Advisers Act fiduciary duty.
  • November 30, 2009

    CFP Board Names Three to Board of Directors

    WASHINGTON, DC, November 30, 2009 – The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it has named three new members to four-year terms on the Board of Directors.
  • November 04, 2009

    CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON, DC, November 4, 2009—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Brian P. Troy of Keller, Texas, suspending his right to use the CFP® certification marks, effective immediately.
  • October 22, 2009

    Welcome to the New Financial Realities: New Rules for a New Economy

    CFP Board's Consumer Advocate Outlines Nine New Strategies to Help Consumers Prepare for What's Ahead WASHINGTON, DC, October 21, 2009—If there is one thing that the financial crisis has taught us, it's that we can no longer afford to think about our personal finances as we did in the bubbly pre-recession days. In today's economy there are new financial realities that every consumer must understand. Over the next few weeks Eleanor Blayney, CFP®, Consumer Advocate for Certified Financial Planner Board of Standards, Inc., will help steer consumers through the shifting economic landscape, by outlining the new rules for the new economy, in a series of nine videos, which can be found at www.CFP.net/learn/advocate.asp.
  • September 30, 2009

    CFP Board Censures Improper CFP® Certificant Conduct

    Washington D.C., September 30, 2009—Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against the following individuals’ right to use the CFP® certification marks, effective immediately.
  • September 28, 2009

    CFP Board Censures Improper CFP® Certificant Conduct

    Washington D.C., September 28, 2009—Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against the following individuals’ right to use the CFP® certification marks, effective immediately.
  • September 24, 2009

    CFP Board Survey Finds Retirement, Income Among Consumers’ Top Financial Concerns

    Despite Concerns, Majority Have No Formal Financial Plan WASHINGTON, DC, September 24, 2009—Preparing for retirement and managing income while in retirement are among the top issues confronting American consumers, according to the 2009 National Consumer Survey on Personal Finance released today by Certified Financial Planner Board of Standards, Inc. (CFP Board). Despite these concerns, however, nearly two thirds of those households do not have a written financial plan.
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