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Certification Updates

  • 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
  • Financial Planning Coalition to Congress: Put Investors and Small Businesses First

    September 13, 2011 – The Financial Planning Coalition (the Coalition) told Congress today that the concept of creating a new self-regulatory organization (SRO) for investment advisers, as provided in the discussion draft released by House Financial Services Committee Chairman Spencer Bachus (R-Ala.), is unneeded; would add a layer of regulation and impose costs that could be particularly burdensome for small business owners; and may not significantly improve protection for investors.
    09/13/2011
  • Planning Your own Lifetime Jobs Program

    September 9, 2011 – As our elected officials debate ways to move the economy forward, Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, says everyone should be looking inward at their own ability to change their employment future.
    09/09/2011
  • Enhanced Search Tool From CFP Board Helps Americans Find Certified Financial Planner™ Professionals Right for Them

    September 8, 2011 – Certified Financial Planner Board of Standards, Inc. announced today that it has released a new online search tool on www.LetsMakeaPlan.org to help consumers find CERTIFIED FINANCIAL PLANNER™ professionals ready to provide the financial planning services they seek.
    09/08/2011
  • CFP Board Seeks Comments on Proposed Changes to Certification Requirements, Disciplinary Rules

    August 19, 2011 – Certified Financial Planner Board of Standards, Inc. announced yesterday that it is seeking comments from CFP® professionals and stakeholders on proposed amendments to its experience requirement for initial CFP® certification and revisions to its Disciplinary Rules and Procedures.
    08/19/2011
  • Don’t let Back-to-school Spending Drain Your Budget

    August 16, 2011 – According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP® , increased costs for goods like clothing and electronics coupled with an unsteady economic environment could leave many parents financially drained if they don’t plan wisely.
    08/16/2011
  • At One Year Anniversary of Dodd-frank, Not All Americans Covered by Fiduciary Standard

    July 21, 2011 – The Financial Planning Coalition (the Coalition) urges the Securities and Exchange Commission (the SEC) to move forward with plans to apply a fiduciary standard to anyone providing personalized investment advice.
    07/21/2011
  • Nancy A. Kistner, CFP® Elected 2012 Chair-elect

    July 15, 2011 – Veteran financial planner and community volunteer, Nancy A. Kistner, CFP® has been elected to CFP Board's Board of Directors as 2012 Chair-elect.
    07/15/2011
  • Avoiding a Personal Debt Ceiling

    July 14, 2011 – With the government on track to hit its $14.3 trillion borrowing limit on August 2nd, the average consumer may feel far removed from the debt ceiling discussions currently taking place on Capitol Hill.
    07/14/2011
  • CFP Board Issues Interim Suspension for Improper CFP® Professional Conduct

    June 30, 2011 – Certified Financial Planner Board of Standards, Inc. announces today that it has issued an interim suspension to Brian G. Doherty of Naples, Florida, suspending his right to use the CFP® certification marks.
    06/30/2011
  • Thousands of Financial Planners Sign Petition Urging the SEC to Create Uniform Fiduciary Standard

    June 23, 2011 – The Financial Planning Coalition (FPC) today delivered a letter to the Securities and Exchange Commission (SEC), accompanied by a petition signed by more than 5,200 financial planners, urging the SEC to apply a fiduciary standard to anyone providing personalized investment advice to retail clients.
    06/23/2011
  • Investor Education Should Be Personalized and Accessible, CFP Board Tells SEC

    June 22, 2011 – Investor education needs to greatly improve and should incorporate the value of comprehensive financial planning, Certified Financial Planner Board of Standards, Inc. wrote in a comment letter to the Securities and Exchange Commission.
    06/22/2011
  • CFP Board Censures Improper CFP® Professional Conduct

    June 21, 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.
    06/21/2011
  • CFP Board Survey: Consumers More Confident About Their Own Finances, Not Expecting Rebound in U.S. Economy

    June 16, 2011 – A national opinion poll conducted in June 2011 by KRC Research for CFP Board found Americans with a plan are more optimistic and willing to contribute to the economy.
    06/16/2011
  • CFP Board Registered Program Conference to Focus on Preparing Future Financial Planners

    June 7, 2011 – Certified Financial Planner Board of Standards, Inc. is holding its Program Directors Conference on August 11-12 in Washington, D.C.
    06/07/2011
  • Don't let Rising Prices Wreck Your Vacation Plans

    May 10, 2011 – According to Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP®, summer revelers can still have a relaxing vacation away from home by using creative financial planning to save money and have a great time.
    05/10/2011
  • SEC Staff to CFP Board: Brokers and Advisers Can Share Information

    April 19, 2011 – The Securities and Exchange Commission staff has provided Certified Financial Planner Board of Standards, Inc. with a "No Action" letter stating that Registered Investment Advisers (RIAs), broker-dealers and their representatives would not be in violation of Regulation S-P and therefore, would not face SEC enforcement action, for sharing information with CFP Board relating to customer complaints.
    04/19/2011
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