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Certification Updates

  • 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.
    03/27/2012
  • 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.
    03/26/2012
  • 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.
    03/15/2012
  • 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.
    03/14/2012
  • 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.
    03/07/2012
  • 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.”
    02/16/2012
  • 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.
    02/15/2012
  • 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.
    02/02/2012
  • 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.
    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
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