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Certification Updates

  • 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
  • CFP Board Censures Improper CFP® Certificant Conduct

    Washington, DC, May 18, 2010 — Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against twenty-one individuals’ right to use the CFP® certification marks, effective immediately.
    05/18/2010
  • CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education

    WASHINGTON, DC, May 10, 2010 – CFP Board and UBS Wealth Management announced today in a joint statement that UBS Head of Wealth Planning in the U.S., Mark Kordes, CFP®, will serve as the new Chair of CFP Board's Council on Education.
    05/10/2010
  • 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.
    05/01/2010
  • 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.
    04/28/2010
  • 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.
    04/08/2010
  • 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.
    04/07/2010
  • 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.
    04/01/2010
  • 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.
    03/30/2010
  • 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.
    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
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