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Certification Updates

  • 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
  • CFP Board Elects Robert Glovsky, CFP® as 2009 Chair-Elect

    WASHINGTON, DC, September 23, 2008 – The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification in the United States, has elected Robert Glovsky, CFP® as chair-elect effective January 1, 2009.
    09/23/2008
  • 2007 Certificant Survey Report Now Available

    In October 2007, CFP Board commissioned a survey of CFP® professionals.
    08/27/2008
  • Marilyn Mohrman-Gillis Joins CFP Board as Managing Director of Public Policy

    WASHINGTON DC, July 16, 2008 – CFP Board, the certifying and standards-setting organization that oversees nearly 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, today announced it has hired Marilyn Mohrman-Gillis as Managing Director, Public Policy, effective Aug. 18. A well-rounded policy executive with a long and distinguished public policy career in Washington, DC, Ms. Mohrman-Gillis will direct CFP Board's advocacy initiatives on behalf of the public.
    07/17/2008
  • CFP Board Censures Improper CFP® Certificant Conduct

    WASHINGTON DC, June 12, 2008 – – Certified Financial Planner Board of Standards Inc. (CFP Board) announces that it has permanently revoked the right of Roger C. Faubel, of Youngstown, Ohio, to use the CFP® certification marks, effective immediately.
    06/12/2008
  • CFP Board Provides Six-month Grace Period for Enforcement of new Standards

    WASHINGTON DC, June 11, 2008 – The Board of Directors of CFP Board has established a January 1, 2009 enforcement date for its revised Standards of Professional Conduct. The Board’s decision provides CERTIFIED FINANCIAL PLANNER™ certificants a six month grace period to fully implement the revised Standards in their practices. The change does not affect the introduction of the revised Standards, which will go into effect July 1, 2008 as planned.
    06/11/2008
  • CFP Board Welcomes SEC Proposal to Enhance Adviser Disclosure

    WASHINGTON DC, June 6, 2008 – CFP Board has filed a comment letter with the U.S. Securities and Exchange Commission (SEC) welcoming its proposal to improve the quality of information that investment advisers must provide to clients and prospective clients.
    06/06/2008
  • Opportunities to Learn More About CFP Board and Revised Ethical Standards

    CFP Board is pleased to offer two opportunities for CFP® certificants and others who want to learn more about CFP Board and the revised Standards of Professional Conduct, which takes effect July 1, 2008. On Thursday, June 12, 2008, Financial Planning Association's Virtual Learning Center presented a continuing education program on CFP Board's revised ethical standards. On Wednesday, July 9, 2008, a CFP Board Business Update webinar will allow certificants to learn more about CFP Board's current activities and the revised ethical standards and also give certificants an opportunity to ask questions and provide their input.
    06/05/2008
  • Join CFP Board at Forums During 2008 FPA Retreat

    CFP Board and FPA have worked together to create two opportunities at the FPA Retreat for CFP® certificants to meet for discussions with CFP Board’s leadership. Meet up with CFP Board at the "Under the Trees" session on Tuesday, June 3, 2008 at 11:45 a.m. for an informal conversation on the recent changes with the Disciplinary and Ethics Commission and the updated Standards of Professional Conduct that take effect July 1, 2008, or attend a "Breakfast with CFP Board" session on Wednesday, June 4, 2008 at 7:30 a.m. for a panel presentation on CFP Board's strategic direction and activities, including an open-mike Q&A session.
    05/21/2008
  • CFP Board Names Five to Disciplinary and Ethics Commission

    WASHINGTON DC, May 20, 2008 - The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 57,000 financial professionals holding the CERTIFIED FINANCIAL PLANNER™ certification, has announced the names of five new members to its Disciplinary and Ethics Commission.
    05/20/2008
  • CFP Board Seeks Nominations for 2009 Board of Directors

    The Nominating Committee of CFP Board seeks individuals to serve on CFP Board's Board of Directors beginning in January 2009. Board of Directors members serve four-year terms on CFP Board's governing body, and the majority of Board members must hold CFP® certification. The application deadline is May 23, 2008.
    05/09/2008
  • CFP Board Forms Council on Education

    WASHINGTON DC, May 7, 2008 - CFP Board, the non-profit certifying and standards-setting organization that oversees more than 57,000 financial professionals holding the CERTIFIED FINANCIAL PLANNER™ certification, has formed a new advisory group, the Council on Education.
    05/07/2008
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