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In the News

CFP Board Floats New Procedural Rules Around Bankruptcy, Misdemeanors

By Leo Almazora March 27, 2025 InvestmentNews

CFP Board is proposing changes to streamline the review process for certification candidates with past bankruptcies or alcohol/drug-related misdemeanors, aiming to reduce formal reviews while maintaining transparency and public trust.

Read more at InvestmentNews

InvestmentNews
Leo Almazora
March 27, 2025