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Certification Updates

  • 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.
    03/25/2010
  • 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.
    03/09/2010
  • 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.
    03/05/2010
  • 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.
    02/19/2010
  • 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.
    02/16/2010
  • 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.
    02/01/2010
  • 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.
    01/27/2010
  • 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.
    01/11/2010
  • 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.
    11/30/2009
  • 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.
    11/04/2009
  • 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.
    10/22/2009
  • 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.
    09/30/2009
  • 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.
    09/28/2009
  • 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.
    09/24/2009
  • Michele Wetherald Named CFP Board's Managing Director of Examinations, Education, Talent

    WASHINGTON, DC, September 8, 2009—CFP Board has named Michele W. Wetherald, Esq., as Managing Director of Examinations, Education and Talent.
    09/08/2009
  • Moran Elected as 2010 Chair-Elect of CFP Board's Board of Directors

    WASHINGTON, DC, September 3, 2009—The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 60,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification in the United States, has elected Charles A. Moran, JD, CFP® as chair-elect, effective January 1, 2010.
    09/03/2009
  • CFP Board Seeks Comments on new Educational Requirement

    Proposal Would Require Presentation of Comprehensive, Written Financial Plan WASHINGTON, DC, August 5, 2009 — Certified Financial Planner Board of Standards, Inc. (CFP Board) is seeking comment on a proposed change to its educational standards that would require individuals seeking to become CERTIFIED FINANCIAL PLANNER™ professionals to demonstrate their ability to address the financial planning subject areas of CFP Board’s certification requirements in an integrated, written financial plan.
    08/05/2009
  • CFP Board Recommends Changes to SEC Custody Rule Proposal

    WASHINGTON, DC, July 30, 2009—CFP Board today recommended that the Securities and Exchange Commission (SEC) exempt from a proposed rule amendment that would require thousands of investment advisers to undergo annual surprise audits by an independent public accountant those advisers who are deemed to have custody of client assets solely because they have the authority to withdraw fees from client accounts.
    07/30/2009
  • Financial Planning Coalition to Testify Before House Committee on Financial Services Hearing

    WASHINGTON, DC, July 16, 2009—The Financial Planning Coalition will testify on the need to better protect consumers seeking financial advice on Friday, July 17 at 11 a.m. (EDT) at the House Committee on Financial Services hearing to examine financial services reform.
    07/16/2009
  • CFP Board Welcomes Bill to Strengthen Consumer Protections

    Partners With Other Public-Interest Groups to Support Fiduciary Standard for All Financial Advice WASHINGTON, DC, July 14, 2009 — Certified Financial Planner Board of Standards, Inc. today joined forces with other pro-consumer and public interest groups to support provisions in the Investor Protection Act of 2009 that would subject all those who provide investment advice to a fiduciary duty of care that requires them to act in their clients’ best interest.
    07/14/2009
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