Releases & Articles

3/9/2010 - CFP BOARD RAISES EDUCATION STANDARDS WITH ADOPTION OF “FINANCIAL PLAN DEVELOPMENT” COURSE REQUIREMENT
WASHINGTON, DC, March 9, 2010 – CFP Board has adopted a new Financial Plan Development Course requirement that raises the education standards for the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Following implementation of the new requirement at educational programs registered with CFP Board, individuals who wish to attain CFP® certification will be required to demonstrate their ability to prepare and deliver a comprehensive financial plan through completion of this new course.
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3/5/2010 - CFP BOARD CENSURES IMPROPER CFP® CERTIFICANT CONDUCT
WASHINGTON, DC, March 5, 2010—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Max J. Safdie of Mill Valley, California, suspending his right to use the CFP® certification marks, effective immediately.
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2/16/2010 - FINANCIAL PLANNING COALITION SHARES WITH CONGRESS NEW POLL DEMONSTRATING STRONG PUBLIC SUPPORT FOR FINANCIAL PLANNING STANDARDS IN UPCOMING REGULATION BILL
Survey of Washington D.C. Residents Showed 83% of Respondents Were in Favor of Establishing Standards for Financial Planning
WASHINGTON, DC, February 16, 2010 – The Financial Planning Coalition, a group of three leading organizations representing 75,000 financial planning professionals who serve millions of consumers, today sent a letter to the U.S. Senate Committee on Banking, Housing, and Urban Affairs announcing results of new poll indicating overwhelming public support for higher standards for financial planning. The Coalition continued to urge the Committee to include regulation of financial planners as part of the Financial Regulatory Bill currently under consideration by Congress.
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