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Certification Updates

  • 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
  • CFP Board Announces 2008 Board of Directors

    DENVER, September 5, 2007 - CFP Board's Board of Directors has announced the names of its 2008 members. On January 1, 2008, David G. Strege, CFP® will begin his term as 2008 Chair of the Board of Directors, and Marilyn Capelli Dimitroff, CFP® will serve as 2008 Chair-Elect. They will be joined by four new members: Nancy A. Kistner, CFP®; Terry L. Lister, JD; Charles A. Moran, JD, CFP®; and Charles D. Robinson, CFP®.
    09/05/2007
  • CFP Board Announces "task Force on Continuing Education and Competency" at Senate Hearing

    DENVER, September 5, 2007 - CFP Board, the professional regulatory organization for over 55,000 professionals in the U.S. who hold CERTIFIED FINANCIAL PLANNER™ certification, today re-affirmed its strong support for the protection of consumers through curbs on the recent proliferation of questionable financial designations at a hearing today before the Senate Special Committee on Aging. Kevin R. Keller, CFP Board's CEO, formally unveiled the details of the Task Force on Continuing Education and Competency, the purpose of which is to undertake a comprehensive review of CFP Board’s continuing education (CE) standards and the enforcement of standards related to CE courses currently registered with CFP Board.
    09/05/2007
  • CFP Board Names Emil s. Mara, CPA, as Chief Financial Officer

    DENVER, August 20, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for over 55,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has announced that it has named Emil S. Mara, CPA, CAE, to the position of Chief Financial Officer, effective immediately.
    08/20/2007
  • CFP Board Names Michael P. Shaw, Esq., as Managing Director, Public Policy & Legal

    DENVER, August 1, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for over 55,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has announced that it has named Michael P. Shaw, Esq., to the newly-created position of Managing Director, Public Policy & Legal.
    08/01/2007
  • CFP Board Awards $456,063 in Grant Funding to Eight Projects Across the U.S.

    DENVER, July 30, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board) has made grant awards totaling $456,063 to eight projects that are developing innovative and sustainable methods of delivering the benefits of financial planning to communities not traditionally served by the financial planning profession. The grant awards further CFP Board's mission to help Americans benefit from competent and ethical financial planning by giving financial support to projects that provide underserved populations with financial planning services and information.
    07/30/2007
  • CFP Board's Financial Planning Clinic Provides Free Financial Information to the Public

    DENVER, June 21, 2007 - CFP Board invites the public to attend a free Financial Planning Clinic on Saturday, August 4, 2007, from 10:00 a.m. to 2:00 p.m. at the Sheraton Boston Hotel. This special event will bring together more than 150 CERTIFIED FINANCIAL PLANNER™ professionals from around the country who will share their time and expertise with the general public by answering consumers’ financial questions for no cost.
    06/21/2007
  • CFP Board Adopts Revised Ethical Standards for Certified Financial Planner™ Professionals

    DENVER, May 31, 2007 - The Board of Directors of Certified Financial Planner Board of Standards Inc. (CFP Board) has adopted a revised version of its Standards of Professional Conduct, which set forth the ethical standards for CERTIFIED FINANCIAL PLANNER™ professionals. The revised ethical standards apply to the more than 54,500 financial planners in the U.S. who are authorized by CFP Board to use the CFP® certification marks. The revised standards become effective July 1, 2008.
    05/31/2007
  • CFP Board Censures Improper CFP® Certificant Conduct

    DENVER, May 30, 2007 - Certified Financial Planner Board of Standards Inc. today announced public disciplinary actions against the following individuals' rights to use the CFP® certification marks, effective immediately.
    05/30/2007
  • Appointment of CFP Board Corporate Officers

    DENVER, May 7, 2007 - In accordance with Corporate Policy, Kevin R. Keller, CFP Board’s CEO, has named CFP Board’s Corporate Officers.
    05/07/2007
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