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Certification Updates

  • June 19, 2012

    Getting Smart About Your Debt

  • June 07, 2012

    CFP Board Censures Improper CFP® Professional Conduct

    June 5, 2012 – Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against the following individuals’ right to use the CFP® certification marks, effective immediately or on the date noted in each case.
  • June 06, 2012

    Financial Planning Coalition Says Investment Adviser SRO Legislation Offers Wrong Solution to Increase Investor Protections

    June 6, 2012 – The Financial Planning Coalition today said in a prepared statement that the Investment Adviser Oversight Act of 2012 (H.R. 4624) would create a new regulatory structure that would lead to fewer investor choices for financial advice and impose a significant regulatory burden and higher costs on small advisory firms.
  • May 15, 2012

    Balancing Personal Financial Risks and Rewards

    May 15, 2012 – Unforeseen, costly emergencies and expenses are often a fact of life. That doesn’t mean there aren’t steps consumers should take to minimize their impact and ensure personal financial security. According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, limiting exposure to risk and getting the right insurance is crucial to protecting one’s financial well-being.
  • April 25, 2012

    Financial Planning Coalition Announces United Opposition to Legislation Creating an SRO for Investment Advisers

    April 25, 2012 – The Financial Planning Coalition released the following statement in response to the introduction of the Investment Adviser Act of 2012, sponsored by Financial Services Committee Chairman Spencer Bachus and Rep. Carolyn McCarthy.
  • April 09, 2012

    Using This Year’s Tax Return to Save Money in 2013

    April 9, 2012 – According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, Americans can use this year’s tax return as a guide to achieving greater future tax savings.
  • April 05, 2012

    CFP Board Announces Changes to Experience Requirement, New Procedures for Addressing Bankruptcy Filings, Amended Disciplinary Rules and Procedures

    April 5, 2012 – Certified Financial Planner Board of Standards, Inc. today announced changes approved by its Board of Directors that strengthen the CFP® certification, enhance public disclosure and provide clarity to its disciplinary rules and procedures.
  • March 29, 2012

    Consumer, Industry Organizations Outline New Framework for Ending Stalemate on Uniform Fiduciary Standard

    March 29, 2012 – Seven leading consumer and industry organizations supporting a uniform fiduciary duty yesterday provided the Securities and Exchange Commission (SEC) with a roadmap for resolving the debate about how to create a rule that will protect investors and ensure confidence in the capital markets.
  • March 27, 2012

    CFP Board Seeks Qualified Candidates for 2013 Board of Directors

    March 27, 2012 – 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 2013. Board Directors serve four-year terms on CFP Board's governing body.
  • March 26, 2012

    CFP Board Urges Better Disclosures, Clearer Language for Investors

    March 26, 2012 – Investors need simpler, easier to understand disclosures that are written in plain English and are provided before the investor hires a financial intermediary, Certified Financial Planner Board of Standards, Inc. recommended in a letter sent to the Securities and Exchange Commission in connection with the SEC’s study on financial literacy among investors.
  • March 15, 2012

    CFP Board Appoints Rex Staples, Esq. Director of Investigations

    March 15, 2012 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has appointed Rex Staples as Director of Investigations, a newly created position within the organization.
  • March 14, 2012

    Shifting the Economic Burden: New Survey Finds Americans Recognize and Accept Responsibility for Their Own Financial Security, but Still Want Government Safety Net

    March 14, 2012 – With the economy still shifting under their feet, Americans recognize that they have more responsibility than ever for their own financial security, including retirement, according to new research findings from Certified Financial Planner Board of Standards, Inc. But they still expect the government to provide a social safety net, the survey found.
  • March 07, 2012

    Setting Goals That Empower Your Financial Future

    March 7, 2012 – Establishing goals is paramount to accomplishing any successful endeavor, including realizing the financial future you envision. According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, setting attainable personal financial goals and establishing a system of accountability are vital steps to financial security that require time and thoughtful consideration.
  • February 16, 2012

    12 for ’12: Leaping into Financial Confidence

    February 16, 2012 – Lack of time is one of the main excuses people use to avoid tasks. Well thanks to the Leap Year, everyone will get an extra 24 hours this month to devote to those outstanding items on their checklist – like getting an honest view of their financial standing. According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, consumers should use this bonus time to peel back the layers of their financial lives and do a true self-assessment, one of the key steps in CFP Board’s year-long “12 for ’12 Approach to Financial Confidence.”
  • February 15, 2012

    CFP Board Censures Improper CFP® Professional Conduct

    February 15, 2012 – Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against the following individuals’ right to use the CFP® certification marks, effective immediately or on the date noted in each case.
  • February 02, 2012

    Carolynn Tomin, CFP® to Serve as 2012 Chair of CFP Board’s Council on Education

    February 2, 2012 – Carolynn Tomin, CFP® , has been appointed to serve as the 2012 Chair of the Council on Education, bringing with her expertise as a financial planning educator, currently serving as the program director for Boston University’s Programs for Financial Planning.
  • February 02, 2012

    Jean S.H. Schwarz, CFP® to Serve as 2012 Chair of CFP Board’s Council on Examinations

    February 2, 2012 – Jean S.H. Schwarz, CFP®, has been appointed to serve as the 2012 Chair of the Council on Examinations. The Council on Examinations is responsible for providing advice and recommended actions regarding the development, administration and scoring of the CFP® Certification Examination consistent with best practices in high stakes testing and certification organizations.
  • January 25, 2012

    Terry Lister to Serve as 2012 Chair of CFP Board's Public Policy Council

    January 25, 2012 – Experienced regulatory and compliance counsel, Terry L. Lister has been appointed as Certified Financial Planner Board of Standards, Inc. new Chair of its Public Policy Council. The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® professionals and members of the public.
  • January 23, 2012

    12 for ’12: An Approach to Financial Confidence in 2012

    January 23, 2012 – As we start a new year many people are busy trying to keep all those New Year’s resolutions they made. However, when it comes to your finances, Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP® suggests a more disciplined approach for personal financial success in 2012, one that ties all the components of your financial life together.
  • January 18, 2012

    Chris Beard, CFP® to Serve as 2012 Chair of CFP Board’s Disciplinary and Ethics Commission

    January 18, 2011 – Chris Beard, CFP® has been appointed to serve as the 2012 Chair of the Disciplinary and Ethics Commission (“DEC”), an independent body charged with upholding the CFP® certification by enforcing CFP Board’s Standards of Professional Conduct (“Standards”).
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