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Certification Updates

  • Financial Planning Coalition Supports Recognition of Consumer Confusion Identified by GAO Study Related to Financial Planners

    January 18, 2011 – The Financial Planning Coalition today responded to the findings of a Government Accountability Office (GAO) study on the regulation of financial planners. In its study, which was called for as part of the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act, the GAO found significant evidence of consumer confusion surrounding the regulation and legal obligations of financial planners.
    01/18/2011
  • Already Dumped Your Resolutions? It's Time for New Year “Re-solutions”

    January 12, 2011 – Every New Year, millions of Americans resolve to improve their lives. Unfortunately, many of these New Year’s resolutions will fall by the wayside and by mid-month, they will have been forgotten. For those vowing to get their finances in order, Eleanor Blayney, CFP®, Consumer Advocate for CFP Board, has a solution for making sure financial to-do lists get done in 2011: start over and keep it simple.
    01/12/2011
  • Charles A. Moran, CFP® to Serve as 2011 Chair of CFP Board's Board of Directors

    January 11, 2011 – Educator and personal financial services pioneer Charles A. Moran, CFP® is the new Chair of the Board of Directors of CFP Board – a role he will use to champion awareness of the of the value of CFP® certification and the importance of financial planning education.
    01/11/2011
  • Edward Mora, CFP® to Serve as 2011 Disciplinary and Ethics Commission Chair

    January 4, 2011 – Edward Mora, CFP®, has been appointed to serve as the 2011 Chairman of the Disciplinary and Ethics Commission (DEC), an independent body charged with upholding the value and integrity of the CFP® certification by enforcing CFP Board’s Standards of Professional Conduct.
    01/04/2011
  • Financial Planning Standards Board Forms Committee to Oversee Global Financial Planning Competency, Ethics and Practice Standards

    Financial Planning Standards Board Ltd. (FPSB), the preeminent international financial planning standards-setting body and owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo trademarks outside the US, named a 2011 Standards Committee to oversee the establishment and maintenance of FPSB’s global competency, ethics and practice standards for the financial planning profession.
    01/02/2011
  • the Reinvention Years: It's More Than Retirement

    December 13, 2010 – After a life of working and saving, it’s time to begin your “Reinvention Years.” You are 65 years or older, retired (or soon to be) from your career and ready for the next adventures and experiences that life has to offer. This is a time when you need to have a sound financial plan. That’s the message from Eleanor Blayney, CFP®, the consumer advocate for CFP Board.
    12/13/2010
  • Re-think Gift Giving: Five Strategies to Take the Stress (and Expense) out of the Holidays

    December 7, 2010 – Even with a sour economy, many parents will continue to agonize over finding their child just the right present, whatever the cost in time and money. Instead of stressing over what to buy, CFP Board Consumer Advocate Eleanor Blayney, CFP® has five creative strategies for parents (and grandparents) to tackle their toughest holiday challenge – making a child happy this holiday season.
    12/07/2010
  • CFP Board Elects Three to Board of Directors

    November 17, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected three new Directors to the Board of Directors: Charles G. Goldman, Robert Hayden, CFP® and Susan Hirshman, CFP®.
    11/17/2010
  • Board of Directors Approves National Public Awareness Campaign

    November 12, 2010 – CFP Board's Board of Directors yesterday approved a national Public Awareness Campaign to raise awareness of CFP® certification. The initiative, which will cost $9 million annually, will be funded through a combination of funds from CFP Board’s reserves and an increase in certification fees.
    11/12/2010
  • The Wealth Accumulation Years: Plan for the Years Ahead

    November 8, 2010 – When you are in your prime wealth accumulation years, time seems to accelerate. Birthdays roll around more quickly, and that little red sports car you have dreamed about seems almost irresistible. Well, it can be possible, but you must have a sound financial plan. That’s the message from Eleanor Blayney, CFP®, the consumer advocate for Certified Financial Planner Board of Standards, Inc.
    11/08/2010
  • the Prime Time Years: a Critical Time to Have a Plan

    October 12, 2010 – Worried about saving for your child’s education, but also about caring for your parents? Thinking ever more seriously about that nest egg? Now more than ever, you need to have a plan. That’s the message to those in their “prime time years” from Eleanor Blayney, CFP®, the consumer advocate for Certified Financial Planner Board of Standards, Inc.
    10/12/2010
  • the Time is Now: Raising Public Awareness of CFP® Certification is Number one Goal

    DENVER, CO, October 11, 2010 — The more American consumers know about a CERTIFIED FINANCIAL PLANNER™ professional, the more likely they are to look for one when choosing a financial planner according to research discussed during an update on CFP Board’s activities at the Financial Planning Association’s Annual conference.
    10/11/2010
  • Consumer Advocacy Expands With CFP Board Ambassador Program in Seven Regions Across the Country

    October 6, 2010 — Responding to financial insecurity many Americans feel today, Certified Financial Planner Board of Standards, Inc. has expanded its national consumer advocacy program through the creation of the CFP Board Ambassador program.
    10/06/2010
  • CFP Board Issues two Interim Suspensions

    September 30, 2010 — CFP Board announces that it has issued interim suspensions to Daniel J. Trolaro of Oakland, New Jersey, and Sandra M. Venetis of Branchburg, New Jersey, suspending their right to use the CFP® certification marks, effective immediately.
    09/30/2010
  • No Strings Attached: Free Financial Planning at DC Financial Planning Day, October 23

    September 29, 2010 — We’ve all heard that there’s no free lunch, but in these challenging economic times, Washington D.C., metro area residents will be able to get free financial planning advice and guidance from professional financial planners at the D.C. Financial Planning Day. No strings attached. No business cards exchanged and no one will even follow up with a call.
    09/29/2010
  • CFP Board Censures Improper CFP® Professional Conduct

    September 27, 2010 — Certified Financial Planner Board of Standards, Inc. announces public disciplinary actions against the following individuals’ right to use the CFP® certification marks, effective immediately.
    09/27/2010
  • With Financial Abuse on the Rise, CFP Board Releases "Consumer Guide to Financial Self-Defense”

    WASHINGTON, DC, September 21, 2010 — Two years after the financial crisis threatened to bring down the world economy and Bernie Madoff’s Ponzi scheme was exposed, the Certified Financial Planner Board of Standards released a free guide today to the public so that they know what to watch out for – ten tips for handling “red flags” when choosing and working with a financial advisor.
    09/21/2010
  • News Advisory: on September 21, 2010, the Second Anniversary of U.S. Financial Crisis, CFP Board to Release the Consumer Guide to Financial Self-Defense

    WASHINGTON, DC, September 16, 2010 — Two years after the financial crisis threatened to bring down the world economy and Bernie Madoff’s Ponzi scheme was exposed, the Certified Financial Planner Board of Standards is releasing a free guide to the public so that they know what to watch out for – ten “red flags” – when choosing and working with a financial advisor. CFP Board's Consumer Guide to Financial Self-Defense will be released during a news conference on September 21, 2010 at 1:30 p.m. (Eastern), during which CFP Board will be joined by the National Football League Players Association and GSA as well as a victim of financial fraud.
    09/16/2010
  • 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.
    09/13/2010
  • 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.
    08/30/2010
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