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Certification Updates

  • 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.
    02/02/2012
  • 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.
    01/25/2012
  • 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.
    01/23/2012
  • 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”).
    01/18/2012
  • CFP Board Seeks Comments on Proposed Non-disciplinary Public Disclosure of Single Bankruptcy Filings

    January 18, 2012 – Certified Financial Planner Board of Standards, Inc. announced today that it is seeking comments from CFP® professionals and stakeholders on proposed changes to the way it addresses bankruptcy filings by CFP® professionals and candidates for CFP® certification.
    01/18/2012
  • Alan Goldfarb, CFP® to Serve as 2012 Chair of CFP Board’s Board of Directors

    January 10, 2011 – Top financial advisor and educator, Alan Goldfarb, CFP® is the new Chair of the Board of Directors of Certified Financial Planner Board of Standards, Inc.
    01/10/2012
  • SRO for Investment Advisers Would Likely Cost At Least Twice as Much as an Adequately Funded SEC; Investment Advisers Express Strong Opposition to SRO

    December 15, 2011 – Creating a self-regulatory organization (SRO) to oversee investment advisers (IA) would likely cost at least twice as much as adequately funding an enhanced Securities and Exchange Commission (SEC) examination program, according to an independent economic analysis by The Boston Consulting Group (BCG). In a survey conducted by BCG, more than 80% of IAs said they would prefer to pay user fees to fund enhanced SEC oversight.
    12/15/2011
  • 2011: Financial Advice During a Volatile Year

    December 14, 2011 – Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP® asked CFP Board Ambassadors from across the U.S. about how they advised clients during a year when nothing worked as expected.
    12/14/2011
  • CFP Board Appoints Roger C. Myers, Jr., CPA as Chief Financial Officer

    December 7, 2011 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has appointed Roger C. Myers, Jr., CPA as Chief Financial Officer – a critical position that includes managing financial oversight and enterprise risk management.
    12/07/2011
  • Moving the Needle: Public Awareness of CFP® Brand Shows Significant Increase

    November 17, 2011 – Americans now have a greater awareness and more positive impressions of the CFP® designation since the start of Certified Financial Planner Board of Standards, Inc.’s Public Awareness Campaign, according to a study commissioned by the organization.
    11/17/2011
  • Certified Financial Planner Board of Standards Expands CFP Board Ambassador Program With Addition of 21 Ambassadors

    November 10, 2011 – To better serve the public and provide ready resources to local media and community organizations, Certified Financial Planner Board of Standards, Inc. has expanded its national CFP Board Ambassador base with the addition of 21 volunteers who will serve 19 regions.
    11/10/2011
  • a Family Affair: Talking Turkey About Financial Planning

    November 9, 2011 – According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, Americans should use the holiday to discuss important financial issues with family members we see infrequently.
    11/09/2011
  • CFP Board Elects Four New Members to Board of Directors

    November 9, 2011 – CFP Board announced today that it has elected four new Directors to the Board of Directors at its Fall 2011 meeting: John Connell, Michael R. Greene, CFP®, Dr. Eva Kampits and G. Joseph Votava, Jr., CFP®.
    11/09/2011
  • Global CFP Certification Bodies Gather in Washington, D.C. to Discuss Future of the Financial Planning Profession

    October 24, 2011 – Certified Financial Planner Board of Standards, Inc. will host the Fall meeting of Financial Planning Standards Board, the global professional standards-setting organization for financial planners, in Washington, D.C., October 31 – November 4. The event will mark the first meeting held in the United States since CFP Board moved to Washington, D.C. in 2007.
    10/24/2011
  • Build Confidence in Your Financial Future

    October 19, 2011 – Negative news is dominating the media – from a looming default in Europe to stagnant economic growth in the U.S. According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, these persistent woes are fueling negative consumer financial behavior that is threatening an economic recovery.
    10/19/2011
  • Mayor Gray Declares This Saturday, October 15 Metro Washington Financial Planning day

    October 14, 2011 – Metro Washington Financial Planning Day is this Saturday, October 15, and in addition to getting free "no strings attached" financial advice, attendees have the chance of being awarded a scholarship to a 529 college savings plan.
    10/14/2011
  • 46 Certified Financial Planner™ Professionals Named in Barron’s Top 100 Wealth Advisors

    October 14, 2011 – CFP Board is proud to announce that 46 CFP® professionals were named in “Barron’s List of Top 100 Independent Wealth Advisors of 2011.”
    10/14/2011
  • Disciplinary Action Report

    October 10, 2011 – 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.
    10/10/2011
  • New Survey: One in Three Americans Would Be Unable to Make Housing Payment After Job Loss

    September 27, 2011 – A majority of Americans are worried about their financial situations and are devoting significant time to planning and managing their personal or family finances. However, one in three Americans would only be able to pay their mortgage or rent payment for one month or less, if they lost their job, according to a new financial planning survey released today by a financial consortium comprised of the Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning and The U.S. Conference of Mayors.
    09/28/2011
  • Survey of CFP® Professionals Shows High Level of Satisfaction with Career Choice

    September 26, 2011 – CERTIFIED FINANCIAL PLANNER™ professionals are very satisfied with their career choice, intend to keep the certification for nearly two decades and agree that financial professionals should adhere to a fiduciary standard of care, according to a new survey by Certified Financial Planner Board of Standards, Inc.
    09/26/2011
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