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Certification Updates

  • 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
  • Forbes.com and CFP Board Help Affluent Consumers Locate Certified Financial Planner™ Professionals

    WASHINGTON, DC, December 16, 2008 – Certified Financial Planner Board of Standards, Inc. (CFP Board) and Forbes.com (www.forbes.com) announced today that consumers will now be able to search for CERTIFIED FINANCIAL PLANNER™ professionals on the Forbes.com web site.
    12/16/2008
  • CFP Board Censures Improper CFP® Certificant Conduct

    12/15/2008
  • Three Leading Organizations Band Together to Pursue Consumer Protection and Industry Reform

    WASHINGTON, DC, December 9, 2008 – The three major financial planning organizations in the United States – CFP Board, Financial Planning Association®, and National Association of Personal Financial Advisors – announced today that they are holding a series of exploratory meetings to discuss a unified response to widely expected reform of the financial services industry in the 111th Congress.
    12/09/2008
  • CFP Board Awards $199,390 in Grant Funding to Five Projects Across the us

    WASHINGTON, DC, December 1, 2008 – CFP Board has awarded grants totaling $199,390 to five projects designed to help the public realize the benefits of financial planning and working with CERTIFIED FINANCIAL PLANNER™ professionals.
    12/01/2008
  • Ferrara and Wise Join CFP Board's Board of Directors

    WASHINGTON, DC, November 21, 2008 – The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it has named a veteran CERTIFIED FINANCIAL PLANNER™ professional and a leading advocate for senior citizens to four-year terms on the Board of Directors.
    11/21/2008
  • CFP Board Pulse Survey: 5,000 Certified Financial Planner™ Professionals Provide Insights Into Investor Reactions to Market Downturn

    WASHINGTON, DC, October 21, 2008 – A major new “Pulse” survey from Certified Financial Planner Board of Standards, Inc. (CFP Board) reveals that 78 percent of the clients of CERTIFIED FINANCIAL PLANNER™ professionals are standing firm with their existing financial planning strategies in face of the current market turbulence.
    10/21/2008
  • CFP Board Forms Public Policy Council

    WASHINGTON, DC, October 2, 2008 – CFP Board announced the formation of a Public Policy Council, which was established to support and enhance CFP Board’s advocacy efforts.
    10/02/2008
  • CFP Board Announces Pass Rate for July 2008 CFP® Certification Examination

    WASHINGTON, DC, October 2, 2008 – Certified Financial Planner Board of Standards, Inc. today announced that 54 percent of the 2,249 individuals who sat for the July 18-19 2008 CFP® Certification Examination passed. The CFP Board-administered, 10-hour, two-day exam was conducted at 50 sites nationwide.
    10/02/2008
  • CFP Board Invigorates Communications with CFP® Certificants

    WASHINGTON, DC, October 1, 2008 – CFP Board's Board of Directors has launched a comprehensive outreach program for active two-way communications with CFP® certificants.
    10/01/2008
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