Releases & Articles

5/7/2008 - CFP BOARD FORMS COUNCIL ON EDUCATION
WASHINGTON DC, May 7, 2008 - CFP Board, the non-profit certifying and standards-setting organization that oversees more than 57,000 financial professionals holding the CERTIFIED FINANCIAL PLANNER™ certification, has formed a new advisory group, the Council on Education.
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5/5/2008 - CFP BOARD AND BANKRATE, INC. PARTNER TO HELP CONSUMERS FIND FINANCIAL PLANNERS
WASHINGTON, DC, May 5, 2008 - CFP Board and Bankrate, Inc. announced today that they have formed a new relationship to benefit consumers. On Saturday, May 3, 2008, Bankrate.com began offering CFP Board’s searchable listings of CERTIFIED FINANCIAL PLANNER™ professionals to its visitors, which now number more than 60 million annually.
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4/3/2008 - CFP BOARD ENDORSES TWO NEW MEASURES TO PROTECT SENIORS FROM UNQUALIFIED FINANCIAL ADVICE
WASHINGTON, DC, April 3, 2008 - CFP Board today announced its strong support for two measures intended to stem the proliferation of financial planning designations marketed to seniors: the “Senior Investor Protection Act of 2008” introduced by Senators Herb Kohl and David Vitter, and the “New Model Rule on the Use of Senior-Specific Certifications and Professional Designations” issued by the North American Securities Administrators Association (NASAA).
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4/2/2008 - CFP BOARD REPRESENTED AT NASAA PUBLIC POLICY CONFERENCE
WASHINGTON, DC, April 2, 2008 - The NASAA Public Policy Conference held in Washington, DC, on April 1, 2008, featured Senator Jack Reed and SEC Chairman Christopher Cox as keynote speakers and included participation by Michael Shaw, Esq., CLU, ChFC, CFP Board's Managing Director of Public Policy & Legal, on a panel titled "Cutting Through the Confusion: The Future of Investment Adviser Regulation," moderated by Maryland Securities Commissioner Melanie Lubin.
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4/1/2008 - CFP BOARD STATEMENT ON TREASURY BLUEPRINT FOR A MODERNIZED FINANCIAL REGULATORY STRUCTURE
WASHINGTON, DC, April 1, 2008 - CFP Board Chair David G. Strege CFP® issued the following statement on release of the Treasury Department's Blueprint for a Modernized Financial Regulatory Structure.
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2/7/2008 - CFP BOARD ANNOUNCES 2008 FINANCIAL PLANNING GRANTS PROGRAM
WASHINGTON, DC, February 7, 2008 - CFP Board has announced details of its 2008 Financial Planning Grants program, which funds innovative and sustainable projects that educate consumers about the benefits of financial planning. The deadline for grant applications has been extended to May 15, 2008.
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