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Certification Updates

  • 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
  • CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON, DC, July 1, 2009 - Certified Financial Planner Board of Standards Inc. (CFP Board) today announces that it has issued interim suspensions of the following individuals' rights to use the CFP® certification marks: Morris Armstrong, Jeffrey A. Forrest and Julie M. Jarvis.
    07/01/2009
  • CFP Board Proposes Establishing Industry Standards for Target Date Funds

    Seeks greater uniformity in asset allocations among popular 401(k) investment vehicles WASHINGTON, D.C., June 19, 2009 — Certified Financial Planner Board of Standards, Inc. Chair Marilyn Capelli Dimitroff, CFP® outlined CFP Board’s proposals to enhance consumer safeguards for investors who use target date funds, in testimony before a joint Securities and Exchange Commission-Department of Labor hearing.
    06/19/2009
  • Financial Planning Coalition Applauds Obama Administration's Proposal for Regulatory Reform

    WASHINGTON, D.C., June 18, 2009 – The Financial Planning Coalition today announced its support and appreciation for key elements of the President’s proposal for 21st Century Financial Regulatory Reform. The Coalition believes the President’s proposal demonstrates a clear commitment to heightened standards of transparency and accountability for providers of financial advice and increased consumer protections.
    06/18/2009
  • CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON, DC, May 29, 2009 - Certified Financial Planner Board of Standards Inc. (CFP Board) today announces that it has taken public action against the following individuals' rights to use the CFP® certification marks:
    05/29/2009
  • CFP Board Announces Results for March 2009 CFP® Certification Examination

    Washington, DC, May 27, 2009 - Certified Financial Planner Board of Standards, Inc. today announced that 52.3 percent of the 2,063 individuals who sat for the March 20-21, 2009 CFP® Certification Examination passed. The CFP Board-administered, 10-hour, two-day exam was conducted at 50 sites nationwide.
    05/27/2009
  • Financial Planning Coalition Announces Support for Professional Regulation of Financial Planners

    Proposal Calls for National Standards, and for an Oversight Body Experienced with and Committed to Enforcing the Fiduciary Standard WASHINGTON, DC, April 27, 2009—The Financial Planning Coalition today called for legislation that would designate a national organization to oversee the financial planning profession. This oversight body would set standards of ethics and competency for financial planners and would establish rules to promote the fiduciary standard of client care when providing financial planning services.
    04/27/2009
  • CFP Board Consumer Webcast Series Addresses Key Financial Planning Topics

    Videos Offer Tips, Strategies in Coping with Today’s Difficult Economic Climate WASHINGTON, DC, April 21, 2009—The current economic situation has countless Americans wondering where to turn for unbiased, ethical guidance and advice. To help consumers deal with the current turmoil, Certified Financial Planner Board of Standards, Inc. has developed a new a Consumer Webcast Series featuring CFP® professionals addressing key financial planning topics.
    04/21/2009
  • CFP Board Enforces Its Standards and Issues a Public Sanction

    WASHINGTON, DC, April 17, 2009 - Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has issued a public letter of admonition to Gregory K. Bowser, CFP® of Abingdon, MD, for violating CFP Board’s Code of Ethics and Professional Responsibility.
    04/17/2009
  • CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON, DC, April 3, 2009 – Certified Financial Planner Board of Standards, Inc. announces that it has taken public disciplinary action against the following individuals’ right to use the CFP® certification marks:
    04/03/2009
  • CFP Board Seeks Qualified Candidates for 2010 Board of Directors

    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 2010. Those interested in being considered may obtain more information by reviewing the CFP Board Director Position Description and Candidate Specifications document and completing an aplication form. The deadline for submitting a completed application form is June 12, 2009.
    04/02/2009
  • CFP Board Requests Comments on Proposed Technical Corrections to Standards of Professional Conduct

    The Board of Directors of Certified Financial Planner Board of Standards, Inc. requests comments on proposed technical corrections to CFP Board’s Standards of Professional Conduct.
    03/30/2009
  • CFP Board Announces Results for November 2008 CFP® Certification Examination

    Washington, DC, January 26, 2009 - Certified Financial Planner Board of Standards, Inc. today announced that 55.6 percent of the 2,320 individuals who sat for the November 21-22, 2008 CFP® Certification Examination passed. The CFP Board-administered, 10-hour, two-day exam was conducted at 50 sites nationwide.
    01/26/2009
  • CFP Board Announces 2009 Chair of Disciplinary and Ethics Commission

    WASHINGTON, January 26, 2009—The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the non-profit certifying and standards-setting organization that oversees more than 58,000 financial professionals holding the CERTIFIED FINANCIAL PLANNER™ certification, has announced the 2009 Chair and two new members to its Disciplinary and Ethics Commission.
    01/26/2009
  • Statement of Understanding of the Financial Planning Coalition

    WASHINGTON, DC, January 7, 2009 – Certified Financial Planner Board of Standards (CFP Board), the Financial Planning Association® (FPA®) and the National Association for Personal Financial Advisors (NAPFA), leading national organizations representing the development and advancement of the financial planning profession, release a Statement of Understanding of the Financial Planning Coalition.
    01/07/2009
  • CFP Board Seeks Comment on Proposed Revisions to its Disciplinary Rules and Procedures

    WASHINGTON, DC, January 2, 2009 – CFP Board is soliciting public comment on proposed revisions to its Disciplinary Rules and Procedures. The proposed revisions outline the duties of the Disciplinary and Ethics Commission, the body that administers disciplinary hearings, and the relationship of those duties to those of CFP Board’s Board of Directors, Chief Executive Officer, and legal counsel.
    01/02/2009
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