CFP Board’s New Standards Call for More Continuing Ed, Broader Experience

CFP Board is implementing updated competency standards over a two-year period, including raising continuing education requirements and requiring candidates to demonstrate experience in three of seven financial planning areas instead of one. Managing Director of Research Kevin Roth, Ph.D. emphasizes CFP Board's commitment to transparent communication throughout the transition, while COO and CEO-designate K. Dane Snowden explained the changes are designed to develop well-rounded professionals.

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