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Certification Updates

  • 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
  • CFP Board and Bankrate, Inc. Partner to Help Consumers Find Financial Planners

    WASHINGTON, DC, May 5, 2008 - CFP Board and Bankrate, Inc. announced today that they have formed a new relationship to benefit consumers. On Saturday, May 3, 2008, Bankrate.com began offering CFP Board’s searchable listings of CERTIFIED FINANCIAL PLANNER™ professionals to its visitors, which now number more than 60 million annually.
    05/05/2008
  • CFP Board Endorses Two New Measures to Protect Seniors From Unqualified Financial Advice

    WASHINGTON, DC, April 3, 2008 - CFP Board today announced its strong support for two measures intended to stem the proliferation of financial planning designations marketed to seniors: the “Senior Investor Protection Act of 2008” introduced by Senators Herb Kohl and David Vitter, and the “New Model Rule on the Use of Senior-Specific Certifications and Professional Designations” issued by the North American Securities Administrators Association (NASAA).
    04/03/2008
  • CFP Board Represented at NASAA Public Policy Conference

    WASHINGTON, DC, April 2, 2008 - The NASAA Public Policy Conference held in Washington, DC, on April 1, 2008, featured Senator Jack Reed and SEC Chairman Christopher Cox as keynote speakers and included participation by Michael Shaw, Esq., CLU, ChFC, CFP Board's Managing Director of Public Policy & Legal, on a panel titled "Cutting Through the Confusion: The Future of Investment Adviser Regulation," moderated by Maryland Securities Commissioner Melanie Lubin.
    04/02/2008
  • CFP Board Statement on Treasury Blueprint for a Modernized Financial Regulatory Structure

    WASHINGTON, DC, April 1, 2008 - CFP Board Chair David G. Strege CFP® issued the following statement on release of the Treasury Department's Blueprint for a Modernized Financial Regulatory Structure.
    04/01/2008
  • CFP Board Strengthens Its Governance of Disciplinary Procedures

    WASHINGTON, DC, March 12, 2008 - CFP Board, in a unanimous decision by its Board of Directors, has adopted new governance policies related to the oversight of its Disciplinary and Ethics Commission (Commission), the body that administers disciplinary hearings. The new policies increase safeguards to the public through clear accountability, increased transparency and public representation on the Commission.
    03/12/2008
  • CFP Board Announces 2008 Financial Planning Grants Program

    WASHINGTON, DC, February 7, 2008 - CFP Board has announced details of its 2008 Financial Planning Grants program, which funds innovative and sustainable projects that educate consumers about the benefits of financial planning. The deadline for grant applications has been extended to May 15, 2008.
    02/07/2008
  • a Sound Financial Plan Will Help you Through a Turbulent Economy

    CFP Board encourages consumers to consult with financial planners to develop long-term goalsWASHINGTON, DC, January 25, 2008 - With the current nerve-rattling volatility in the stock market and growing fears of a recession, it’s an understatement to say that many Americans are uncertain about the state of the U.S. economy. CFP Board encourages people to consult with CERTIFIED FINANCIAL PLANNER™ professionals for objective advice on their personal finances during these uncertain times.
    01/25/2008
  • CFP Board Names Director of Examinations

    WASHINGTON, DC, December 14, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for over 56,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has named Julie T. Heil to the position of Director of Examinations, effective January 1, 2008.
    12/14/2007
  • CFP Board Names Frank Bergmeister, CFP® as Director of Education

    WASHINGTON, DC, November 15, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for over 56,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has announced that Francis (“Frank”) X. Bergmeister, CFP® has been named to the position of Director of Education, effective November 19.
    11/15/2007
  • CFP Board Joins FPSB to Promote Global Professional Standards for Financial Planning

    WASHINGTON, DC, November 6, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body that owns the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) certification marks in the U.S., today announced that it has entered into a membership agreement with Financial Planning Standards Board, Ltd. (FPSB), the international organization that owns the CFP marks outside the U.S.
    11/06/2007
  • CFP Board Names Carol lee Roberts, CFP® as Managing Director of Examinations and Education

    DENVER, October 10, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for over 56,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has announced that it has named Carol Lee Roberts, CFP® to the position of Managing Director of Examinations and Education, effective November 5.
    10/10/2007
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