Certification Updates

Certification Updates

  • Generation x – Building a Solid Foundation in the Nesting Years

    WASHINGTON, DC, September 13, 2010 — Thinking of starting a family or buying a house? You need to have a plan, and you need to make smart financial decisions that benefit you today and position you for success in the future. That’s the message to Generation X from Eleanor Blayney, CFP®, CFP Board's Consumer Advocate, in the second segment of the non-profit organization’s Lifelong Financial Strategies initiative.
  • Financial Planning Coalition Asks SEC to Require Fiduciary Standard of Care to Protect Retail Customers

    WASHINGTON, DC, August 30, 2010 — The Financial Planning Coalition, in a letter to the Securities and Exchange Commission (SEC), is asking that the fiduciary standard of care—a key investor protection for all Americans who are investing for college, retirement and other needs—be extended to broker-dealers and other financial professionals who provide personalized investment advice to retail customers.
  • CFP Board Submits Comments on SEC Target Date Funds Proposal

    Washington, DC, August 24, 2010 – Target date funds’ advertising and marketing materials need to have better disclosure, provide more specific information about their glide path and asset allocation, and include greater descriptions of asset classes, according to recommendations CFP Board made to the Securities and Exchange Commission on their proposed rules governing target date funds.
  • Generation Y – An Opportunity for a Fresh Financial Start

    Washington, DC, August 23, 2010 — Just starting out? You need to make smart financial decisions – and a plan. That’s the message from Eleanor Blayney, CFP®, the consumer advocate for Certified Financial Planner Board of Standards, Inc., in the first segment of the non-profit organization’s Lifelong Financial Strategies initiative.
  • CFP Board-Registered Programs Address Opportunities to Encourage Students’ Integration and Applications of Financial Planning Knowledge

    Washington, DC, August 19, 2010 – Nearly 200 people from around the country came to The Fairfax on Embassy Row in Washington, DC on August 12-13 to get a firsthand look at how CFP Board is working with the education community to strengthen its programs for the benefit of students, educators and the public.
  • Alan Goldfarb Elected CFP Board’s 2011 Chair-elect

    Washington, DC, August 4, 2010 – Veteran financial planner and educator Alan Goldfarb, CFP® has been elected by his peers on CFP Board’s Board of Directors as 2011 Chair-elect, which continues his many years of service and dedication to the financial planning profession.
  • Lifelong Financial Strategies: 25 Tips Over 25 Weeks

    Washington, DC, August 3, 2010 – Life is full of changes, and with each new phase of life comes new financial responsibilities, needs and goals. With that in mind, CFP Board’s Consumer Advocate program is starting a “25 Tips over 25 Weeks” initiative as a way to promote financial planning for all Americans during five key phases of their life and to help mark CFP Board’s 25th anniversary this year.
  • Leading Organizations Launch National Financial Planning Challenge

    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.
  • Conference Highlights Financial Planning Education

    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.
  • Survey: two Years After the Financial Meltdown, Most Americans Remain Anxious About Personal Finances, Settle in for a Slow Recovery

    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.
  • CFP Board Hires Dan Drummond as New Director of Public Relations

    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.
  • Statement Commending Sen. Herb Kohl (D-WI) on “making Savings Last” for Retirees

    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.
  • Without Fiduciary Protections, It's "Buyer Beware" for Investors

    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
  • CFP Board Hires Tom Crowder as New Managing Director, Marketing and Business Development

    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.
  • CFP Board Censures Improper CFP® Certificant Conduct

    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.
  • CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education

    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.
  • CFP Board Seeks Qualified Candidates for 2011 Board of Directors

    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.
  • National Organizations Unite to Provide Free Financial Education to Underserved Populations via Financial Planning Days Throughout the U.S.

    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.
  • CFP Board Takes Transparent Approach With New "Anonymous Case Histories"

    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.
  • CFP Board to Host Free Financial Planning Clinic in Chicago

    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.