Denver, Colo. and Washington, DC, August 3, 2010 – The Financial Planning Association® (FPA®), the Academy of Financial Services, Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) announced the 2010 Financial Planning Challenge, a competition designed exclusively for college and university finance undergraduate degree programs registered with the CFP Board, or related fields of study.
Washington, DC, July 28, 2010 — Financial planning education best practices and research will be on the agenda during CFP Board’s Program Directors’ Conference on August 12-13 in Washington, D.C., as educators from across the country come together to share ideas and resources, all in an effort to prepare future personal financial planners.
Washington, DC, July 13, 2010 — Financial planners certainly have their work cut out for them nearly two years after the start of the current financial crisis in the fall of 2008: Americans are keeping their optimism in check and preparing for a long and slow return to growth, according to a major new national opinion poll conducted for CFP Board by Penn, Schoen Berland.
Washington, DC, June 22, 2010 — Certified Financial Planner Board of Standards, Inc. announced today that former journalist, Capitol Hill staffer and senior PR agency professional Dan Drummond has been named as its Director of Public Relations at its Washington, D.C. headquarters.
Washington, DC, June 16, 2010 — Today’s hearing held by Senator Kohl and the Senate Special Committee on Aging focused on a challenge millions of Americans face as our country ages: Making our savings last through retirement. Certified Financial Planner Board of Standards, Inc., commends Senator Kohl for his leadership on this important issue.
Washington DC, June 10, 2010 — Consumer Advocates, State Regulators and Financial Industry Organizations Join Senate Fiduciary Champions in Calling on Congress to
Require Financial Professionals to “Act in the Best Interests” of Investors
Washington DC, June 10, 2010 — Certified Financial Planner Board of Standards, Inc., announced today that veteran consumer marketing executive Tom Crowder will start work at its Washington, D.C. headquarters on June 14, 2010 as managing director, marketing and business development.
Washington, DC, May 18, 2010 — Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against twenty-one individuals’ right to use the CFP® certification marks, effective immediately.
WASHINGTON, DC, May 10, 2010 – CFP Board and UBS Wealth Management announced today in a joint statement that UBS Head of Wealth Planning in the U.S., Mark Kordes, CFP®, will serve as the new Chair of CFP Board's Council on Education.
WASHINGTON, DC, May 1, 2010 – 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 2011. Board Directors serve four-year terms on CFP Board's governing body. The deadline for submitting a completed application form is June 18, 2010.
WASHINGTON, DC, April 28, 2010 — The Financial Planning Association® (FPA®), the Foundation for Financial Planning, Certified Financial Planner Board of Standards (CFP Board) and the U.S. Conference of Mayors announced a major initiative to provide free financial education and programming to underserved populations throughout the U.S. The first-of-its kind effort is slated to involve thousands of financial planners and consumers with the support of numerous cities in a series of “Financial Planning Days” scheduled for October 2010.
WASHINGTON, DC, April 8, 2010 – CFP Board announced today that a collection of newly formatted ‘Anonymous Case Histories’ is now available to the public online. The Anonymous Case Histories are detailed summaries of actual cases heard by CFP Board’s Disciplinary and Ethics Commission, the body charged with hearing allegations of misconduct by CFP® certificants. The case histories are considered important resources for certificants and compliance officers seeking clarification of CFP Board's Standards of Professional Conduct.
More Than 20 Chicago-area CFP® Professionals Will Offer Pro Bono Advice on Retirement, Employee Benefits, Debt Management, Foreclosure and More
WASHINGTON, DC, April 7, 2010 – CFP Board announced plans today for a free and wide-ranging Financial Planning Clinic at DePaul University’s O’Hare Campus in Des Plains, IL that will be open to the general public. Chicago-area residents will have access to free financial planning advice and guidance from more than 20 local CERTIFIED FINANCIAL PLANNER™ professionals, who have committed to volunteering their time and expertise to work with Chicagoans one-on-one to address important financial questions.
WASHINGTON, DC, April 1, 2010 — Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Mark J. Carpenter of Ann Arbor, Michigan, suspending his right to use the CFP® certification marks, effective immediately.
WASHINGTON, DC, March 30, 2010 – CFP Board, the non-profit certifying and standards-setting organization that oversees more than 61,000 CERTIFIED FINANCIAL PLANNER™ professionals, today announced that two new members will join its Disciplinary and Ethics Commission.
Washington DC, March 25, 2010 — Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions
against thirteen individuals’ right to use the CFP® certification marks, effective immediately.
WASHINGTON, DC, March 9, 2010 – CFP Board has adopted a new Financial Plan Development Course requirement that raises the education standards for the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Following implementation of the new requirement at educational programs registered with CFP Board, individuals who wish to attain CFP® certification will be required to demonstrate their ability to prepare and deliver a comprehensive financial plan through completion of this new course.
WASHINGTON, DC, March 5, 2010 — Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Max J. Safdie of Mill Valley, California, suspending his right to use the CFP® certification marks, effective immediately.
WASHINGTON, DC, February 19, 2010—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Oren Sullivan of Rock Hill, South Carolina, suspending his right to use the CFP® certification marks, effective immediately.
Survey of Washington D.C. Residents Showed 83% of Respondents Were in
Favor of Establishing Standards for Financial Planning
WASHINGTON, DC, February 16, 2010 – The Financial Planning Coalition, a group of three leading organizations representing 75,000 financial planning professionals who serve millions of consumers, today sent a letter to the U.S. Senate Committee on Banking, Housing, and Urban Affairs announcing results of new poll indicating overwhelming public support for higher standards for financial planning. The Coalition continued to urge the Committee to include regulation of financial planners as part of the Financial Regulatory Bill currently under consideration by Congress.