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CFP Board in the News

CFP Board Unveils New Ethics CE Requirements

Apr 04, 2011

Certified financial planners, instructors, sponsors and those looking to become certified this week are getting their first look at the updated requirements mandated by the Certified Financial Planner Board of Standards for the organization's ethics continuing education programs.

The new changes, which will take effect on Oct. 1, add new learning objectives requirements and instructor eligibility requirements designed, according to the CFP Board, to provide certified financial planners with more focused and relevant content during their required CE classes. Read more >

Financial Planning
Larry Barrett
April 4, 2011

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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