Read the July CFP Board Report Newsletter

News & Events



Read the July CFP Board Report Newsletter

Jul 31, 2019

The July 31, 2019 edition of the CFP Board Report newsletter includes:

  • Board of Directors Announces Independent Task Force to Strengthen and Modernize Enforcement
  • Douglas S. King, CFP® Elected 2020 CFP Board Chair-Elect
  • New Enforcement Date for Code of Ethics and Standards of Conduct: June 30, 2020
  • Recorded Webinar: Roadmap to New Code and Standards
  • “Challenge Status” becomes “Accelerated Path” to CFP® Certification

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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 themselves 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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