CFP Board Bolsters Ethics Curriculum

News & Events


CFP Board in the News

CFP Board Bolsters Ethics Curriculum

Apr 10, 2011

Beginning October 1, continuing-education programs for renewal of the CERTIFIED FINANCIAL PLANNER [™ certification] will have to meet new learning objectives that include ensuring that planners can define the financial planning process, describe its material elements, understand a written agreement, articulate disclosure rules and define the fiduciary standard.

The change is designed to give education providers a clearer understanding of what the Certified Financial Planner Board of Standards Inc. wants its certificants to know when they emerge from the ethics courses they must take to retain the designation, according to Michele Warholic, the organization's managing director for education, examination and talent. Read more >

Investment News
Mark Schoeff Jr.
April 10, 2011

Speaker's Bureau
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 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.