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Our site directory can help you find the information and pages you need. Use the (+) expand feature to explore related pages in each section.
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Toggle Content Baccalaureate Program Marketing Portal
CFP Board Baccalaureate Program Marketing Tools are financial planning education programs at regionally accredited colleges or universities. These programs have been approved by CFP Board to deliver curriculum covering the 70 Principal Knowledge Topics that students must learn to fulfill the coursework requirement and sit for the CFP® exam.
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Toggle Content Industry Insights
Fresh perspectives, data, news and analysis from the financial planning profession provided by CFP Board.
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Toggle Content 2018
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Toggle Content 2019
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Toggle Content 2020
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Toggle Content 2021
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Toggle Content 2022
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Toggle Content 2023
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Toggle Content 2024
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Toggle Content 2025
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- Professional Demographics
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- 2019 CFP Professionals Survey
- April 2020 CFP Professionals COVID-19 Survey
- 2017 CFP Professionals Survey
- 2015 CFP Professionals Survey
- 2013 CFP Professionals Survey
- 2021 CFP Professionals Survey
- 2023 CFP Professionals Survey
- 2024 CFP Board Certificant Survey Results
- 2024 CFP Professionals Financial Outlook Survey
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- 2019 Survey of Consumer and Advisor Views on Saving and Managing Money
- Lessons Learned A Survey of American Gen Xers
- 2019 Survey of Consumer Student Loan Debt and Savings
- 2019 Retirement Preparedness Survey
- 2019 Survey of Consumer Views of Potential Recession
- 2018 Election First View Post-Election Research
- Financial Planning Longitudinal Study
- Steering Clear of Financial Misinformation 2025 Survey of Americans
- 2020 Financial Planner Skills Research
- 2023 CFP Board Consumer Sentiment Survey - Trust But Verify
- 2023 CFP Board Consumer Sentiment Survey Cost of Living
- 2024 CFP Board Millennials Financial Milestones Survey
- Americans Financial Outlook and the 2024 Election Survey
- CFP Board Survey LGBTQ Investors Report Feeling Financially Secure
- CFP Board Survey Reveals Cost of Living Is a Worry for 9 in 10 Americans Polled
- Debt and New Years Resolution Report
- 2025 CFP Professionals Taxes Survey
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- Advancing Women in Financial Planning Report
- Building Wealth Insights on Growing Financial Power
- Metrics That Matter
- Building a Diverse Practice
- Diversity in Action
- Why Diversity Matters
- Racial Diversity in Financial Planning Where We Are and Where We Must Go
- Making more room for women in the financial planning profession
- DEI-Driven Retention Strategies
- How to Engage Diverse Students
- Guide to Careers in Financial Planning
- Financial Planning Career Paths Building More Sustainable and Successful Businesses
- 2018 Digital Advice Working Group Report
- Financial Planner Re-Entry Initiative Career Path for Professional Women in Financial Planning
- 2018 CFP Certification Brand Promise Survey
- 2016 Aite Group Research Building Wealth Management Measuring CFP Professionals Contribution
- 2016 Digital Advice Working Group Report
- CFP Professionals Sentiment Indices
- Leveraging FinTech and AI to Improve Financial Wellness for the Masses
- Psychology of Financial Planning
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Toggle Content Why Get Certified
CFP® certification, the standard of excellence in financial planning, can elevate your career and salary prospects in a fast-growing profession.
- The Standard of Excellence
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- For Financial Professionals
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- 3 Benefits of Financial Planning Internships
- 4 Steps to Obtaining CFP Certification
- Camille D York CFP One Financial Planners Path to Independence
- Explore a Financial Planning Career While Working in Another Area of Financial Services
- Financial Planning Careers Top 10 Things You Need to Know
- Finding Your First Job
- Four Ways to Gain Experience
- Guidance for Future Planners
- How Are Financial Planners Compensated
- How Are Financial Services Companies Structured
- Kelly Gwynn CFP The Psychology of Financial Planning
- Lemar Williams The Advantages of Working for a Large Firm
- Marie Padiong Helping Families Reach Their Goals
- Navigating Holiday Spending
- Navigating the Little Treat Economy Through the Lens of a CFPPro
- Neal Hansen CFP Changing Lives One Client at the Time
- Seek Advice From a Pro
- The Soft Savings Trend What CFP Professionals Should Know
- Two Ways to Fulfill the Coursework Requirement for CFP Certification
- Two Ways to Fulfill the Education Requirement of CFP Certification
- What It Takes to Run a Financial Practice
- What to Expect in the Early Years of Your Financial Planning Career
- Where to Find Financial Planning Jobs
- Why Now Is the Perfect Time to Become a Financial Planner
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Toggle Content Candidate Tools and Resources
We offer a range of resources designed to help you successfully achieve CFP® certification and thrive in your profession.
- Checklist for Candidates
- 5 Habits of Successful Candidates
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- The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship
- Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning
- Aspiriant Impact Scholarship
- AssetMark Scholarship
- Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession
- California Lutheran University Financial Planning Scholarship
- Charles Schwab Financial Planning Scholarship
- College for Financial Planning a Kaplan Company Scholarship
- Dalton Education Scholarship
- Dan Moisand
- Edelman Financial Engines CFP Certification Scholarship
- Facet Wealth Scholarship for Increased Access in Financial Planning
- Fidelity
- Mission Wealth Scholars
- Peggy Ruhlin Scholarship
- Richard B Wagner Memorial Scholarship Fund
- Scholar Stories
- Scholarship Awardees
- Scholarship FAQs
- The Corient Scholarship
- The Envestnet Scholarship
- The Goldman Scholars
- The LeCount R Davis CFP Scholarship
- The Modera Wealth Management LLC CFP Certification Diversity Scholarship
- The Wealthspire Advisors CFP Certification Diversity Scholarship
- Third Party Scholarships
- The CFP Board Exam Scholarship
- The CFP Board Scholarship
- Womens Initiative WIN Endowed Scholarship
- Internships
- Find a Mentor
- Candidate Forum
- November 2024 Review Course Grant Offer
- November 2024 Review Course Grant Offer2
- November 2024 Review Course Grant Offer3
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Toggle Content Certification Process
Become a certified financial planner by completing the 4 Es: Education, Exam, Experience and Ethics. Understand the CFP® certification process and start your career in financial planning.
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Toggle Content Ethics
CFP Board's enforcement of ethical and practice standards distinguishes CFP® certification from other financial designations.
- Our Commitment
- Code of Ethics and Standards of Conduct
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Toggle Content 2017
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Toggle Content 2018
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Toggle Content 2019
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- Applying the Code and Standards to a Rollover Recommendation
- Disclosures Required when Providing Financial Advice and Financial Planning
- Financial Advice That Requires Financial Planning
- How CFP Professionals Apply the Code and Standards in Team Settings
- Past Standards - Standards of Professional Conduct
- The Duty to Communicate Team Member Responsibilities
- The Duty to Disclose Material Conflicts of Interest When Making A Rollover Recommendation
- The Duty to Disclose Material Conflicts of Interest When Recommending a Product Issued
- The Duty to Disclose Material Conflicts of Interest When Responding to a Clients Investment Inquiry
- The Duty to Follow a Clients Instruction to Use a Specific Firm for Execution
- The Fiduciary Duty Applies to a Rollover Recommendation
- The Fiduciary Duty Does Not Apply When Providing General Financial Educational Materials
- The Fiduciary Duty Does Not Apply When Providing Materials Concerning Retirement Planning
- The Fiduciary Duty to Obtain Factual Information When Working on a Team
- When a Client Has a Reasonable Basis to Believe a CFP Professional Will Provide Financial Planning
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- A CFP Professional Firms Sales-Related Compensation
- Applying the Fiduciary Duty to Client Instructions that Conflict with the Duty of Care
- Determining Whether Financial Planning is Required When an Engagement Expands Over Time
- Duties When Recommending Additional Persons to Provide Financial or Professional Services
- Duties When Recommending Another Service Provider
- The Duty to Disclose and Manage Material Conflicts of Interest Involving Proprietary Products
- The Fiduciary Duty and an A Share Class Recommendation
- The Fiduciary Duty When A Client Exhibits Signs of Lack of Capacity or Undue Influence
- When Financial Advice Does Not Require Financial Planning
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Toggle Content 2020
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- Compliance Checklist Financial Advice Engagements and
- Compliance Checklist Financial Planning Engagements
- Duties of a CFP Professional Working in a Call Center
- Duties Owed to CFP Board
- Duty to Report Information to CFP Board and Duty to Cooperate with CFP Board Investigations
- Guide Comparing CFP Boards Code and Standards to the SECs Reg BI
- Miscellaneous FAQ
- Notice Regarding Bankruptcy Standard and Procedures
- The Duty to Communicate Team Member Responsibilities
- The Duty to Disclose Material Conflicts
- the duty to disclose material conflicts of interest when responding
- The Duty to Follow a Clients Instruction to Use a Specific Firm for Execution
- The Fiduciary Duty to Obtain Factual Information
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- Applying the Fiduciary Duty to a Recommendation to Purchase Proprietary Life Insurance
- Case Studies Duties When a Client Does Not Agree to Engage for Financial Planning
- Case Study Interpreting the Practice Standard for Identifying and Selecting Goals
- Case Study Interpreting the Practice Standard for Implementing the Financial Planning Recommendation
- Case Study Interpreting the Practice Standard for Monitoring Progress
- Case Study The Fiduciary Duty Applies to Financial Advice with Respect to the Holding of Bank
- Index of Case Study Videos Applying the Code and Standards
- The Fiduciary Duty to Take Reasonable Steps When Providing Professional Services
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Toggle Content 2021
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- Case Study A Client Should Have the Expectation That a CFP Professional Will Provide Financial
- Case Study Financial Advice That Requires Financial Planning
- Case Study Fiduciary Duty When Providing General Financial Educational Materials Concerning
- Case Study The Fiduciary Duty Does Not Apply When Providing General Financial Educational Materials
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Toggle Content 2022
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- Applying the Duty of Confidentiality and Privacy to the Sharing of Non-Public Personal Information
- Index of Case Studies - Applying the New Code and Standards
- Interpreting the Practice Standard for Updating the Financial Planning Recommendations
- Managing Conflicts of Interest Arising From Different Product Recommendations
- Practice Standards for the Financial Planning Process Analyzing the
- The Duty of Confidentiality and Privacy Requires Reasonable Steps to Protect Client Information
- The Duty to Manage Material Conflicts of Interest When Making an Account Type Recommendation
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Toggle Content 2023
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Toggle Content 2024
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- Applying The Duty Of Competence To Financial Advice Including Life Insurance Products
- Applying The Duty Of Competence To Financial Advice Including With Respect To Clients Annuity
- Applying the Fiduciary Duty to Clients Seeking Life Insurance
- Considering the Assumptions and Estimates Used to Develop the Recommendation
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Toggle Content 2025
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- Procedural Rules
- Sanction Guidelines
- Case History
- Public Disciplinary Actions by State
- Bankruptcy Disclosure Procedures
- Enforcement Updates
- Historical Investigations
- Comment on 2022 Proposed Revisions to Procedural Rules
- Comment on Proposed Revisions to Procedural Rules
- Comment on Proposed Revisions to the Sanction Guidelines and Procedural Rules
- Comment on the Proposed Procedural Rules
- Proposed Revisions to Sanction Guidelines and Fitness Standards
- Upholding the Code and Standards
- Reporting
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Toggle Content For CFP Pros
Resources for CFP® professionals, including CE programs, client materials, opportunities to get involved and stay connected with CFP Board, and the Career Center.
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Toggle Content For Employers
CFP Board works directly with financial firms to support your efforts to increase your number of CERTIFIED FINANCIAL PLANNER® professionals.
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Toggle Content For Education Partners
CFP Board collaborates with financial planning educators across the country on programs designed to create competent, ethical financial planners.
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For Media
Information and resources for members of the media about CFP Board, the financial planning profession and the value of CERTIFIED FINANCIAL PLANNER™ professionals to the public.
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Toggle Content About CFP Board
CFP Board is a non-profit organization that serves the public by setting and enforcing standards for the CERTIFIED FINANCIAL PLANNER™ certification.
- Mission and Priorities
- Our Impact
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- Workforce Development
- Knowledge for Practice
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- Akeiva M Thomas CFP
- Andrew Gardener CFP
- Anna NJie-Konte CFP
- Autumn Knutson CFP
- Bill Schretter CFP
- Brad Ledwith CFP
- Brenton Harrison CFP
- Bridget Grimes
- Brittney Castro CFP
- Cary Carbonaro CFP
- Charles Bennett Sachs CFP
- Charles C Weeks Jr CFP
- Chelsea Cooper
- Cheryl Costa CFP
- Chloe Moore CFP
- Cristian Mundy CFP
- Dan Keady CFP
- Dan Mathews CFP
- Daniel Forbes CFP
- David Rae CFP
- David Zuckerman CFP
- Diego Verdugo
- Don Grant CFP
- Douglas A Boneparth CFP
- Elaine King Fuentes CFP
- Elizabeth Yoder
- Erin Voisin CFP
- Felicia Wong CFP
- Gloria Garcia Cisneros CFP
- Grace S Yung
- Jamie Bosse CFP
- Jamie L Clark CFP
- Jasmine Renae Ray CFP
- Jeanne Sutton CFP
- Jeremy D Shipp CFP
- JJ Burns CFP
- Joel Redmond CFP
- Joseph Kelly CFP
- Julie R Bates
- Karl Frank CFP
- Kendell Frye CFP
- Kurt Whitesell CFP
- Larry Stein CFP
- Laura J LaTourette CFP
- Lauryn Williams CFP
- Lei Deng CFP
- Leo Marte CFP
- LeTian Dong CFP
- Louis Barajas CFP
- Luis F Rosa CFP
- Marguerita Cheng CFP
- Mark DiGiovanni CFP
- Mark Wernig CFP
- Marty Reid CFP
- Neal Van Zutphen CFP
- Nicky Amore CFP
- Nicole Carson CFP
- Otto Rivera CFP
- Paul Jarvis CFP
- Rachael Camp CFP
- Riley Saunders CFP
- Robert Pagliarini CFP
- Rod Meloni CFP
- Ross Levin CFP
- Scott Kaminsky CFP
- Scott Ward CFP
- Shashin Shah CFP
- Spencer Betts CFP
- Steve Repak CFP
- Steven Podnos
- Troy E Jones CFP
- Zaneilia Harris CFP
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- CFP Board Bylaws
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Toggle Content CFP Board Center for Financial Planning
CFP Board Center for Financial Planning is a qualified, diverse workforce and research-based body of knowledge for the financial planning profession.
- Initiatives
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- Planned Giving
- Gifts of Securities
- Qualified Charitable Distributions
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- The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship
- The Envestnet Scholarship
- Aspiriant Impact Scholarship
- Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession
- CLU Scholarship
- College for Financial Planning
- Dalton Education CFP Exam Review Scholarship
- Facet Wealth Scholarship
- LeCount Davis Scholarship
- Parsec Financial CFP Certification Diversity Scholarship
- The Richard B Dick Wagner Memorial Scholarship Fund
- WIN Scholarship
- Donor Recognition
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Toggle Content News
Press releases, announcements and other updates about CFP Board and the value of CERTIFIED FINANCIAL PLANNER™ professionals.
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Toggle Content 2002
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Toggle Content 2004
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Toggle Content 2007
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Toggle Content 2009
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- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Expresses Concerns About Investor Protection Act
- CFP Board Recommends Changes to SEC Custody Rule Proposal
- CFP Board Requests Proposals for 2009 Financial Planning Grants Program
- CFP Board Welcomes Bill to Strengthen Consumer Protections
- Financial Planning Coalition to Testify Before House Committee on Financial Services Hearing
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Toggle Content 2010
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- CFP Board Appoints Two New Members to Disciplinary and Ethics Commission
- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Raises Education Standards With Adoption of Financial Plan Development Course Requireme
- IRS Proposal for Preparer Tax Identification Number Requirement
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- CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education
- CFP Board Calls for Restoration of Financial Stability Act
- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Seeks Qualified Candidates for 2011 Board of Directors
- Department of LaborDepartment of the Treasury Request for Information Regarding Lifetime Income Op
- Departments of Labor Treasury Request for Information Regarding Lifetime Income Options for Retir
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- CFP Board Calls on Congress to Require Broker-Dealers to Meet Fiduciary Standard for Investment Adv
- CFP Board Hires Dan Drummond as New Director of Public Relations
- CFP Board Hires Tom Crowder as New Managing Director Marketing and Business Development
- CFP Board Opposes Efforts to Preempt SEC Authority over Equity Indexed Annuities
- CFP Board Urges Congress to Oppose Amendment Related to Equity Indexed Annuities
- Financial Planning Coalition Letter to Congress Calls for Regulatory Reform Legislation
- Financial Planning Coalition Urges Congress to Protect Investors by Changing Fiduciary Standard Pro
- Statement Commending Sen Herb Kohl DWI on making Savings Last for Retirees
- Without Fiduciary Protections Its Buyer Beware for Investors
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- Alan Goldfarb Elected CFP Boards 2011 Chair-elect
- CFP Board Submits Comments on SEC Target Date Funds Proposal
- CFP Board-Registered Programs Address Opportunities to Encourage Students Integration and Applica
- Financial Planning Coalition Asks SEC to Require Fiduciary Standard of Care to Protect Retail Custo
- Financial Planning Coalition Asks that SEC Extend Fiduciary Standard of Care to Broker-Dealers
- Generation Y An Opportunity for a Fresh Financial Start
- Imposition of User Fees for Preparer Tax Identification Numbers
- Leading Organizations Launch National Financial Planning Challenge
- Lifelong Financial Strategies 25 Tips Over 25 Weeks
- SEC Proposal on Rules Governing Target Date Funds
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Issues two Interim Suspensions
- Department of Treasury Financial Education Core Competencies Proposal
- Generation x Building a Solid Foundation in the Nesting Years
- Investors Support Fiduciary Standard Study Says
- News Advisory on September 21 2010 the Second Anniversary of US Financial Crisis CFP Board to
- No Strings Attached Free Financial Planning at DC Financial Planning Day October 23
- With Financial Abuse on the Rise CFP Board Releases Consumer Guide to Financial SelfDefense
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- Board of Directors Approves National Public Awareness Campaign
- CFP Board Elects Three to Board of Directors
- CFP Board Hires Jason Ruimerman as Director of Business Development
- Financial Planning Coalition Letter to SEC Addresses Impact of Applying Advisers Act to Brokerage A
- SEC Proposal on Mutual Fund Distribution Fees
- The Wealth Accumulation Years Plan for the Years Ahead
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Toggle Content 2011
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- Already Dumped Your Resolutions Its Time for New Year Resolutions
- Charles A Moran CFP to Serve as 2011 Chair of CFP Boards Board of Directors
- Dodd-Frank Studies Related to Financial Planning
- Edward Mora CFP to Serve as 2011 Disciplinary and Ethics Commission Chair
- Financial Planning Coalition Commends SEC for Recommending Strong Consumer Protections by Extending
- Financial Planning Coalition Endorses SECs Continued Oversight of Investment Advisers
- Financial Planning Coalition Supports Recognition of Consumer Confusion Identified by GAO Study Rel
- Financial Planning Standards Board Forms Committee to Oversee Global Financial Planning Competency
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- CFP Board Appoints Joseph Maugeri CFP as Director of Business Development
- CFP Board Seeks Qualified Candidates for 2012 Board of Directors
- Dont Just Clean Your House Clean up Your Finances
- Financial Planning Coalition Urges Congress to Restore Investor Confidence with Key Regulations
- Financial Planning Coalition Urges Congress to Support the SEC in Establishing A Fiduciary Standard
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Issues Interim Suspension for Improper CFP Professional Conduct
- CFP Board Registered Program Conference to Focus on Preparing Future Financial Planners
- CFP Board Survey Consumers More Confident About Their Own Finances Not Expecting Rebound in US
- Investor Education Should Be Personalized and Accessible CFP Board Tells SEC
- Thousands of Financial Planners Sign Petition Urging the SEC to Create Uniform Fiduciary Standard
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- Enhanced Search Tool From CFP Board Helps Americans Find Certified Financial Planner Professionals
- Financial Planning Coalition Raises Concerns About SRO Proposal in House Subcommittee
- Financial Planning Coalition to Congress Put Investors and Small Businesses First
- Financial Planning Coalition Urges Congress to Support SEC in Establishing Fiduciary Standard of Co
- Investor Protection Provisions of DoddFrank Act Deserve Bipartisan Support Financial Planning Coa
- New Survey One in Three Americans Would Be Unable to Make Housing Payment After Job Loss
- Planning Your own Lifetime Jobs Program
- Survey of CFP Professionals Shows High Level of Satisfaction with Career Choice
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- 46 Certified Financial Planner Professionals Named in Barrons Top 100 Wealth Advisors
- Build Confidence in Your Financial Future
- Disciplinary Action Report
- Global CFP Certification Bodies Gather in Washington DC to Discuss Future of the Financial Plann
- Mayor Gray Declares This Saturday October 15 Metro Washington Financial Planning day
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- 2011 Financial Advice During a Volatile Year
- CFP Board Appoints Roger C Myers Jr CPA as Chief Financial Officer
- SRO for Investment Advisers Would Likely Cost At Least Twice as Much as an Adequately Funded SEC I
- Study Released on Costs of Implementing SEC Recommendations for Oversight of Investment Advisers
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Toggle Content 2012
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- 12 for 12 An Approach to Financial Confidence in 2012
- Alan Goldfarb CFP to Serve as 2012 Chair of CFP Boards Board of Directors
- CFP Board Seeks Comments on Proposed Non-disciplinary Public Disclosure of Single Bankruptcy Filing
- Chris Beard CFP to Serve as 2012 Chair of CFP Boards Disciplinary and Ethics Commission
- Job Task Domains and Principal Topics for 2012
- Terry Lister to Serve as 2012 Chair of CFP Boards Public Policy Council
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- CFP Board Appoints Rex Staples Esq Director of Investigations
- CFP Board Seeks Qualified Candidates for 2013 Board of Directors
- CFP Board Urges Better Disclosures Clearer Language for Investors
- CFP Board Urges SEC to Develop Improved Disclosure Requirements
- Consumer Industry Organizations Outline New Framework for Ending Stalemate on Uniform Fiduciary St
- SEC Request for Comments on Improving Disclosures to Investors
- Setting Goals That Empower Your Financial Future
- Shifting the Economic Burden New Survey Finds Americans Recognize and Accept Responsibility for Th
- Uniform Fiduciary Duty for Broker-Dealers and Investment Advisers
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- Amendments to Disciplinary Rules and Procedures Effective June 1 2012
- Amendments to Experience Requirement Effective September 1 2012
- Bankruptcy Disclosure Procedures Effective July 1 2012
- CFP Board Announces Changes to Experience Requirement New Procedures for Addressing Bankruptcy Fil
- Financial Planning Coalition Announces United Opposition to Legislation Creating an SRO for Investm
- Financial Planning Coalition Statement Against Investment Adviser Act of 2012
- FINRA Request for Comments on Improving BrokerCheck
- Using This Years Tax Return to Save Money in 2013
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- 2012 Household Financial Planning Survey Financial Planning Helps Americans of All Income Levels
- CFP Board Adopts New Sanction Guidelines Effective August 27 2012
- CFP Board Announces New Guidelines for Disciplinary Sanctions
- Financial Planning Coalition Supports Introduction of Legislation to Increase Investment Adviser Ov
- Investing for Your Financial Independence
- Many Families Struggle to Make Ends Meet but Those With a Financial Plan Feel and Do Better
- New Research CFP Certification Provides Value to Clients Firms and Financial Professionals
- V Raymond Ferrara CFP Elected 2013 ChairElect
- Wiley to Publish CFP Boards FirstEver Financial Planning Handbook
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- Amendments to Fitness Standards Effective September 14 2012
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Urges Consumer Financial Protection Bureau to Create Rating System for Certifications and
- CFP Board Urges Consumer Financial Protection Bureau to Create Rating System for Certifications and
- Getting Ready to Retire Live Within Your Means
- Proposed Revisions to Appeal Rules Disciplinary Rules
- Proposed Revisions To Continuing Education Requirement
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- Department of Labor Proposed Regulation for Target Date Fund Disclosure
- DOL Proposed Class Exemption
- Fiduciary Standard
- Financial Planner Oversight Board
- Financial Planning Coalition Opposes FINRA Oversight of Advisers
- IRS Proposal for Preparer Tax Identification Number Requirement
- Looking for a Job Switching Jobs Make a Financial Plan Before You Submit Your Next Resume
- SEC Proposal on Broker-Dealer Reports
- SEC Proposal on Investment Adviser Performance Compensation
- SEC Proposal on Mutual Fund Distribution Fees
- SEC Proposal on Rules Governing Target Date Funds
- SEC Request for Comments on Improving Disclosures to Investors
- SECs Proposed Amendment to Its Custody Rule
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- CFP Board Discloses Bankruptcies by CFP Professionals and Retracts Select Previous Bankruptcy Only
- CFP Board Registered Program Update
- Create Your Own Paycheck Generating Income During Retirement
- District of Columbia to Host Free Financial Planning Day
- Financial Planning Days Brings Free Financial Planning to Americans in Two Dozen US Cities
- Mayor Gray Declares This Saturday Metro Washington Financial Planning Day
- Public Awareness Campaign Radio Sponsorships on NPR
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- CFP Board Adopts Amendments to its Disciplinary Rules and Procedures and Appeal Rules and Procedure
- CFP Board Elects Three New Members to Board of Directors
- CFP Boards Board of Directors Announces Resignation of its Chair Alan Goldfarb CFP
- Hurricane Sandy Update
- Leaving Your Legacy Establishing a Plan to Care For Those You Leave Behind
- November Business Update Webinar Available for On Demand Viewing
- Upcoming Webinar CFP Board Disciplinary Trends Compliance Tips
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Toggle Content 2013
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- CFP Board Announces Chair Appointments to Disciplinary and Ethics Commission Advisory Councils
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Releases Survey on Social Media Use by CFP Professionals New Social Media Guide
- New Sample Client Letters in Public Awareness Campaign Toolkit
- New Social Media Guide for CFP Professionals
- November 2012 CFP Exam Results Now Available
- November 2012 CFP Exam Update
- Registration for March 2013 CFP Exam Extended to Feb 5 2013
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- America Saves Week a Time to Plan for the Future
- CFP Board Introduces New Websites for Stakeholders and Consumers
- CFP Board Releases Advisory Opinion on Conflicts of Interest
- Financial Planning Coalition Renews Call for Increased Adviser Examinations by SEC
- Financial Planning Coalition Renews Call for Increased IA Examinations by SEC
- Financial Planning Coalition Shares Updates Vision for 2013
- Recording of Webinar on Managing Conflicts of Interest Now Available
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- CFP Board Appoints Gail Reisman Director of Marketing
- CFP Board Appoints Todd L Cranford Director of Government Relations
- CFP Board Releases Guide for Protecting Older Americans from Financial Abuse
- CFP Boards Office Closing Early on March 29
- Financial Planning Coalition Statement on Committee Approval of Mary Jo White to be SEC Chairman
- March 2013 CFP Exam Update Standard Testing Is Complete
- March 2013 Exam Update Answer Sheets Scanned
- Office Closed Wednesday March 6
- Recording of March 2013 Business Update Webinar Now Available
- Survey American Investors Want More Protection
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- CFP Board Urges Policymakers and Regulators to Act on CFPB Recommendations on Senior Financial Prof
- CFP Boards Financial Planning Competency Handbook Now Available
- Financial Planning Coalition Urges Passage of Legislation to Improve Investment Adviser Oversight
- Financial Planning Competency Handbook Now Available
- March 2013 CFP Exam Update Exam Results
- March 2013 CFP Exam Update Exam Results Uploaded
- March 2013 CFP Exam Update Quality Assurance
- March 2013 Exam Update Statistical Analysis
- Upcoming Webinar Avoiding a CFP Board Rule Violation A Practical Approach
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- CFP Board Announces Effort to Increase the Ranks of Women CFP Professionals
- CFP Board Consumer Advocate Launches Blog Lets Talk Planning
- CFP Board Seeks Qualified Candidates for 2014 Board of Directors
- Financial Planning Coalition Concerned by Potential Impediments to Necessary Investor Protection U
- Financial Planning Coalition Draft Legislation May Slow Fiduciary Standard Rulemaking Leave Consu
- Give Your Mom the Gift of Financial Security This Mothers Day
- Holiday Office Closure
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- CFP Board and Others Voice Opposition to Weakened Fiduciary Standard
- CFP Board and Others Voice Opposition to HR 2374
- CFP Board Censures Improper CFP Professional Conduct
- Congratulations Graduates You Owe 1 Trillion
- Investor and Adviser Groups Voice Opposition to Weakened Fiduciary Standard
- New Chess Print Advertisement in Public Awareness Campaign Toolkit
- Wagner Legislation Could Stop Investor Protection Rulemakings in Their Tracks
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- Financial Planning Coalition Responds to SEC RFI on Fiduciary Standard
- Financial Planning Educators to Gather for CFP Boards Registered Program Conference
- Holiday Office Closure
- July 2013 CFP Exam Update Answer Sheets Scanned
- July 2013 CFP Exam Update Standard Testing Complete
- Recording of July 2013 Business Update Webinar Now Available
- Richard P Rojeck CFP Elected 2014 ChairElect
- Study Shows Advisers Clients Benefit from a Fiduciary Standard Without Reduced Access to Services
- The American Way Planning for the Future
- Upcoming Webinar How to Avoid Misleading Compensation Disclosures August 7 130pm ET
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- Consumers Want Advisers to Focus on Financial Planning
- Holiday Office Closure
- July 2013 CFP Exam Update Quality Assurance
- July 2013 CFP Exam Update Exam Results Uploaded
- July 2013 CFP Exam Update Statistical Analysis
- Recording of Compensation Disclosure Webinar Now Available
- Your First College Assignment Think About Your Finances
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- 2014 CE Sponsor Registration Program Renewal Now Available
- BOO Dont be Spooked by Your Finances This Halloween
- District of Columbia to Host 4th Annual Financial Planning Day
- Financial Planning Coalition Opposes HR 2374
- Financial Planning Coalition Opposes HR 2374 Investor Protection Bill in Name Only
- Holiday Office Closure Monday October 14
- Recorded Webinar The Experience Requirement for CFP Certification
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- CFP Board Announces Initiatives to Improve Quality of Continuing Education for CFP Professionals
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- Financial Planning Coalition Applauds SEC Investor Advisory Committee on Recommendations That Would
- Forget the Turkey Pass Your Kids the Financial Intelligence
- Recording of November 2013 Business Update Webinar Now Available
- Survey of CFP Professionals Shows Continued High Satisfaction with CFP Certification Career Choi
- Thanksgiving Holiday Office Closure
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- Broad Coalition Message to Congress Support HR 1627 to Improve SEC Investor Protection
- Holiday Office Closure
- Holiday Office Closure Dec 2425
- Kimberly Wright-Violich Elected to CFP Boards Board of Directors
- New Survey Reveals American Holiday Traditions Financially Smart Gifting and Receiving
- November 2013 CFP Exam Results Released
- Office Closed Tuesday Dec 10
- Register for the Next CFP Exam March 2122 2014
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Toggle Content 2014
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- 2014 CFP Certificant Connections with CFP Board Leadership in Florida February 1214
- CFP Board Moving to Computer-Based Testing For CFP Certification Examination
- Controlling the Cash Smartly Planning and Managing Retirement Income
- Financial Planning Coalition to President Obama Make Investor Protection a Priority in 2014 Year
- Groups Investors Continue to be at Risk from Inadequate SEC Funding for Investment Adviser Oversi
- Holiday Office Closure Monday January 20
- Office Closed Tuesday Jan 21
- Ray Ferrara CFP Leads Board of Directors
- Recorded Webinar CFP Board-Registered Programs Winter 2014 Update
- Recorded Webinar The CFP Exam Interpreting Your Exam Results and Advice to Re-Takers
- TD Ameritrade Institutional and Ameriprise Financial to Support CFP Board Womens Initiative
- Upcoming Webinar Introducing New Advertisements for CFP Boards Public Awareness Campaign
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- America Saves Week a Time to Take Control of Spending Make Saving Easier
- CFP Board Announces Chair Appointments to Disciplinary and Ethics Commission Advisory Councils
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board to Consumers Ask for CFP Certification the Highest Standard for Financial Planning A
- Holiday Office Closure
- Office Closed Thursday Feb 13
- Personal Finance Pillow Talk Seven Financial Ways to Say I Love You
- Recorded Webinar Introducing New Advertisements for CFP Boards Public Awareness Campaign
- Weve Moved to a New Suite Please Update Your Records
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- CFP Board Announces Suite of Academic Initiatives to Advance the Financial Planning Profession
- CFP Board Applauds Bob Glovsky CFP on Presidential Appointment
- Make Way for the Stork 5 Financial Steps When Planning for Baby
- Office Closed Monday March 17
- Office Closed Monday March 3
- Recording of March 2014 Business Update Webinar Now Available
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- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Seeks Qualified Candidates for 2015 Board of Directors
- Financial Planning Coalition Statement on SEC Oversight Hearing
- Groundbreaking Research by CFP Board Pinpoints Challenges and Opportunities for Women to Enter the
- Office Closing Early April 18
- Recorded Webcast Savings Fitness A Guide to Your Money and Your Financial Future
- Recorded Webinar Firms Night at the CFP Board Registered Program Conference
- The SEC Must Act A Uniform Fiduciary Standard for Providing Investment Advice is Needed to Protec
- Theres No Place Like Home Steps to Take When Buying Your First Home
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- CFP Board Appoints Joseph Maugeri CFP as Managing Director of Marketing and Corporate Relations
- Important Update Continued Efforts to Promote Accurate Compensation Disclosures to the Public
- Recorded Webinar CFP Board-Registered Programs Spring 2014 Update
- Recorded Webinar How to Determine if Youre in a Financial Planning Engagement
- The Selfless Job of Motherhood Supporting Your Childs Financial Future at Every Age
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Opens Registration for ComputerBased Testing Format of CFP Certification Examination O
- CFP Professionals Apply for CFP Boards Ambassador Program Through August 18
- Delay on Fiduciary Just as Harmful as the Actual Harm
- Father Knows Best CERTIFIED FINANCIAL PLANNER Professionals Share How Their Dads Taught Them the
- Financial Planning Coalition Statement on SEC 2015 Budget Appropriations
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- Financial Planning Coalition Applauds Rep Bachus CoSponsorship of HR 1627
- Financial Planning Coalition Four Years After DoddFrank Uniform Fiduciary Standard Still Urgentl
- Financial Planning Coalition Launches New Website to Inform and Engage Stakeholders for Legislative
- Phone System Outage
- Recording of July 2014 Business Update Webinar Now Available
- Squished What to Do When Financially Supporting Two Generations
- Study CFP Certification Stands Out in Alphabet Soup of Financial Services Designations
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- CFP Board Appoints John M Loper CFP as Director of Corporate Relations
- CFP Board Enlists All CFP Professionals in Research to Shape the Future of Financial Planning Prof
- CFP Education Program Graduates Find Certification Valuable
- G Joseph Votava Jr CFP Elected 2015 ChairElect
- Holiday Office Closure
- Switching to the 24-Hour Workday Financial Implications of Stay-at-Home Parenting
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- Amid Surge in Demand for Financial Planners Consumers Are Harmed by Lack of Appropriate Regulatory
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- Foundation for Financial Planning and CFP Board Partner with National Council on Aging to Deliver P
- Free Metro Washington DC Financial Planning Day to Benefit Local Residents
- Hacked What to Do When Personal and Financial Information Has Been Compromised
- Holiday Office Closure
- Recorded Webinar on Defining the Scope of the Engagement Now Available
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- 30 CERTIFIED FINANCIAL PLANNER Professionals Named in Financial Times FT 100 US Women Financial A
- A Time for Giving and Thanks Preparing a Legacy Gift This Holiday Season
- Coming Soon CFP Board Career Center
- Five New Members Elected to CFP Boards Board of Directors
- Recording of November 2014 Business Update Webinar Now Available
- Thanksgiving Holiday Office Closure
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- Certified Financial Planner Board of Standards Expands Ambassador Program to 50 Ambassadors
- CFP Board Announces New Initiatives for Initial CFP Certification
- CFP Board Launches Womens Initiative Council
- CFP Board University of Illinois Collaborate on New Free Online Financial Planning Course for the
- Have You Been Financially Naughty or Nice This Year
- Holiday Office Closure
- Holiday Office Closure
- Results of CFP Certification Examination Highlight Successful Transition to Computer-Based Testing
- Survey Certifications Training and Experience Matters to Consumers When Choosing an Advisor
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Toggle Content 2015
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- Approach Retirement with a Smile
- CFP Board Launches New Online Career Center
- CFP Board Names Leo G Rydzewski General Counsel
- Research Conducted by CFP Board Identifies Trends That Help CFP Professionals Stay Prepared to Ser
- Results of 2015 Job Task Analysis Shape CFP Boards Examination and Education Requirements
- Richard P Rojeck CFP Leads Board of Directors
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- 126 Certified Financial Planner Professionals Named in FT 400 Top Financial Advisors
- CFP Board Achieves Milestone with 20th Year of NCCA Reaccreditation for CFP Certification Program
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Seeks Qualified Candidates for 2016 Board of Directors
- CFP Certificant Connections Coming to Nashville Raleigh Charlotte Atlanta in May
- Look for Our TV Ad on National Cable Networks This Week
- Stress Test Americans Especially Women and Younger People Stressed by Finances
- Two New Extreme Banner Ads Join Public Awareness Campaign
- View Now CFP Board Prospective Registered Program Webinar
- View Now Interviewing Skills for the Financial Services Industry
- View Now Renewal Application Guide for Registered Programs
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- Awareness of CFP Certification Leaps Ahead
- Now Available Customizable Black-and-White Print Ads
- Preventing a Family Feud Advice for Navigating Inheritance Disputes
- Read the Latest CFP Board Report Newsletter
- Results of 2015 Brand Tracking Study Public Awareness Campaign Is Working
- View Now Best Practices in Recruiting
- Webinar CFP Boards Womens Initiative How CFP Professionals Can Get Involved
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- Evaluating Your Trust Issues The Who Why When of Setting up a Trust Fund
- Financial Planning Coalition Department of Labor Proposed Fiduciary Rule Long Overdue Provides Im
- New Tool Helps Candidates Track Their Paths to CFP Certification
- Recorded Webinar How CFP Professionals Can Get Involved with CFP Boards Womens Initiative WIN
- View Now What to Expect from a Computer-Based CFP Exam
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- CFP Board Discloses Bankruptcies by CFP Professionals
- Federal Judge CFP Board Has Right to Set Enforce Standards of Professional Conduct
- Financial Planning Coalition Submits Comments on Re-Proposed DOL Fiduciary Rule
- Financial Planning Coalition Voices Strong Support for the Department of Labors Re-Proposed Fiduci
- Mike Greene CFP Elected 2015 ChairElect
- New Graphic Proud to Be a CFP Professional
- The Real Facts Behind Real Estate Investing
- View Now June 2015 Business Update Webinar Recording
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- CFP Board Censures Improper CFP Professional Conduct
- Financial Planning Coalition Testifies In Support of ReProposed Fiduciary Rule Urges Prompt Actio
- Financing a Private School Education Without Sacrificing Financial Goals
- Fully Revised Second Edition of Financial Planning Competency Handbook Reflects Growing Body of Kno
- Now Online The Latest CFP Board Report Newsletter
- Read the Latest Lets Make a Plan Newsletter
- View Now Networking 101mdashWhy Itrsquos So Important to Your Job Search
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- CFP Certificant Connections Coming to Pittsburgh Cleveland Detroit Chicago September 1618
- Financial Planning Coalition Alternative Fiduciary Proposals Fail to Meet Basic Requirements of B
- Financial Planning Competency Handbook Second Edition
- Giving Back More Than One Way to Support Your Alma Mater
- Online Video Celebrating CFP Boards 30th Anniversary
- Order Products Featuring the CFP Mark
- Read the Latest Lets Make a Plan Newsletter
- Read the Latest Lets Make a Plan Newsletter
- Recorded Webinar The CFP Exam What to Expect on Exam Day
- Survey Americans Use of Financial Advisors CFP Professionals Rises Agree Advice Should Be in
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- Free Financial Advice for Americans Nationwide During Sixth Annual Financial Planning Days
- Look for CFP Board Television Ads on National Cable Networks
- Multiple Shades of Funds An Investment Strategy for Every Taste
- Read the Latest Lets Make a Plan Newsletter
- Webinar 11192015 Designing Successful Internship Programs
- Webinar The Long-Term Value of CFP Certification
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- Center for Financial Planning Launch Event Available for On-Demand Viewing
- CFP Board Launches Center for Financial Planning TD Ameritrade Institutional is Lead Founding Spon
- CFP Board Seeks Hearing Panel Volunteers to Participate in Disciplinary Hearings
- CFP Board University of Illinois Free Online Financial Planning Course Open for Registration
- Phone System Outage
- Read the November Lets Make a Plan Newsletter
- Recorded Webinar Designing Successful Internship Programs
- Social Security Strategies Getting the Most Bang for Your Buck
- View Now November 2015 Business Update Webinar Recording
- View the Webcast Recording From the Launch of the Center for Financial Planning
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- Blaine Aikin CFP Elected 2016 ChairElect Four New Members Elected to CFP Boards Board of Direc
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Establishes Commission on Standards
- Dec 17 Career Center Webinar How To Retain Great Employees
- Early Retirement How to Give Yourself the Ultimate Holiday Gift
- Financial Planning Coalition Tells Congress Do Not Stop DOL Fiduciary Rulemaking
- Recorded Webinar CFP Certification Exam Updates in 2016
- View Now How to Retain Great Employees
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Toggle Content 2016
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- Center for Financial Planning Design Summit Brings Together Experts to Advance the Financial Planni
- CFP Board Consumer Advocate Explains What the Presidential Election Means for Your Finances
- Financial Planning Career Path Infographic for Job Seekers
- Marilyn Mohrman-Gillis Named First Executive Director of the CFP Board Center for Financial Plannin
- Read the January Lets Make a Plan Newsletter
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- CFP Board Center for Financial Planning Announces Call for Papers and First-Ever Global Financial
- CFP Board Discloses Bankruptcies by CFP Professionals
- Online Now Read the Latest Lets Make a Plan Newsletter
- Read the March Lets Make a Plan Newsletter
- Revised Terms and Conditions of Certification Take Effect May 2 2016
- Spring Cleaning for Your Finances
- View Now March 2016 Business Update Webinar Recording
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- Bridgewater Advisors and CFP Board Center for Financial Planning Announce Education Scholarship fo
- CFP Board Center for Financial Planning to Collaborate with Columbias School of Professional Studi
- Diversification Is a Good Thing CFP Board Consumer Advocate Offers Tips on Which Assets to Diversi
- Now Online The Latest Lets Make a Plan Newsletter
- Recorded Webinar CFP Board-Registered Programs Spring 2016 Update
- Recorded Webinar Leveraging Credentials to Earn Your CFP Certification Faster
- Recorded Webinar What to Expect from the CFP Exam Experience - July 2016
- Survey of CFP Professionals Shows Continued High Satisfaction with CFP Certification Growing Sat
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- Center for Financial Planning Releases Design Summit Proceedings Detailing Challenges Opportunitie
- CFP Board Center for Financial Planning Addresses the Gender Gap in Financial Planning
- CFP Board Center for Financial Planning TD Ameritrade Institutional Announce First Academic Resear
- Dad Be a Financial Superman to Your Kids
- Online Now Read the Latest Lets Make a Plan Newsletter
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- A Great List 28 CFP Professionals Named to InvestmentNews 2016 40 Under 40
- CFP Board Discloses Bankruptcies By CFP Professionals
- Global Market Volatility How to Stay In and Weather the Storm
- Northwestern Mutual to Serve as Founding Sponsor of CFP Board Center for Financial Planning
- Read the Latest Lets Make a Plan Newsletter
- Recorded Webinar The DOL Fiduciary Rule What are the Practical Implications
- View Now July 2016 Business Update Webinar Recording
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- CFP Board Career Centers Inaugural Online Career Fair Offers Employers Job Seekers an Opportunity
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Center for Financial Planning Expands Professions Body of Knowledge with New Wiley Book
- Financial Planning Coalition Files Amicus Brief in Support of Department of Labor Fiduciary Rule
- New Survey Shows Americans Trying to Save Positive Yet Uncertain About Their Finances
- Online Now Read the August Lets Make a Plan Newsletter
- Revised Terms and Conditions of Certification Take Effect September 12 2016
- Richard Salmen CFP Elected 2017 ChairElect
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- Announcing the CFP Board Candidate Forum
- CFP Board Center for Financial Planning Announces Northwestern Mutual Best Paper Award in Insurance
- CFP Board Online Discussion Forum Will Help Guide Candidates on the Path to CFP Certification
- Free Financial Advice for Americans Nationwide During Seventh Annual Financial Planning Days
- More than 75000 CFP Professionals Strong
- New CFP Board Consumer Survey Series Concerned Strivers Have Higher Incomes Find Saving Hard
- Recorded Webinar What to Expect from the CFP Exam Experience - November 2016
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Imposes Interim Suspension On Ash Narayan
- Deena Jo Heide Diesslin Foundation and CFP Board Center for Financial Planning
- New CFP Board Consumer Survey Series Tentative Savers Feeling the Squeeze of Competing Financial
- Online Now Read the Latest Lets Make a Plan Newsletter
- Recorded Webinar Recruiting Talent with CFP Boards Career Center
- Recorded Webinar Successful Salary Negotiation Strategies
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- CFP Board Center for Financial Planning Announces Keynote Speakers for Inaugural Academic Research
- CFP Board Center for Financial Planning Partners with Rock the Street Wall Street to Introduce Fin
- Five New Members Elected to CFP Boards Board of Directors
- New CFP Board Consumer Survey Series Slow and Steady Confident Savers Win the Race
- New Experience Profile Tool Allows Candidates for CFP Certification to Report Experience Anytime
- Notice to CFP Professionals Revisions to CFP Boards CE Policies Effective February 1 2017
- Online Now Read the November 2016 Lets Make a Plan Newsletter
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- Career Center Recorded Webinar Getting Noticed - Writing Job Descriptions to Attract the Right Can
- CFP Board Appoints Maureen Thompson as Vice President of Public Policy
- CFP Board Consumer Survey Series Stretched Worriers Feel Financially Trapped
- Exploring the Future of Digital Financial Advice New Findings from CFP Board Financial Services
- Online Now Read the December 2016 Lets Make a Plan Newsletter
- View Now December 2016 Business Update Webinar Recording
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Toggle Content 2017
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- Blaine Aikin CFP Leads Board of Directors for CFP Board
- CFP Board Appoints Elizabeth M Stewart Esq as Chief Operating Officer
- CFP Board Promotes John M Loper CFP to Managing Director of Professional Practice
- CFP Board University of Illinois Offer Free Online Financial Planning Course
- Make a Plan to Get Financially Fit
- Online Now Read the January 2017 Lets Make a Plan Newsletter
- Recorded Webinar What to Expect from the CFP Exam Experience - March 2017
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- CFP Board Center for Financial Planning Announces Best Paper Award Winners
- CFP Board Center for Financial Planning Announces BMO Best Paper Award in Consumer Finance
- CFP Board Center for Financial Planning Announces Merrill Lynch as Event Sponsor
- CFP Board Discloses Bankruptcies by CFP Professionals
- How to Manage Your RelationshipAnd Your Money
- Jill Schlesinger CFP to Serve as Senior CFP Board Ambassador
- Spring 2017 Public Awareness Campaign
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- David Canter of Fidelity to Run in 2017 Boston Marathon on Behalf of CFP Board Center for Financial
- Eleanor Blayney CFP to Serve as Special Adviser on Gender Diversity for the CFP Board Center for
- Online Now Read the March 2017 Lets Make a Plan Newsletter
- Tax Season Tip Sheet Deductions That Can Put Money Back in Your Pocket
- View Now March 2017 Business Update Webinar Recording
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- Centers 2016 Annual Report Highlights Successful First Year
- CFP Board Center for Financial Planning 2016 Annual Report Highlights Successful First Year
- CFP Board Center for Financial Planning Announces Scholarship Award Winners for CFP Board Registere
- CFP Board Center for Financial Planning Launches New Campaign to Inspire Future Generation of Finan
- CFP Board Imposes Interim Suspension on Michael Breton
- CFP Board Imposes Interim Suspension on Victor Lee
- CFP Board Imposes Public Discipline
- CFP Board Names Mary Kay Svedberg PhD Director of Education
- Online Now Read the April 2017 Lets Make a Plan Newsletter
- Paying For College How to Get High Marks When Financing a Higher Education
- Recorded Webinar CFP Board Career Center - Stand Out from the Crowd Build Your Personal Brand
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- CFP Board Announces Continuing Education Credit for IRS VITATCE Volunteer Training
- CFP Board Announces FINRA as a Quality CE Partner
- CFP Board Center for Financial Planning Appoints Rochelle Zeidman as Managing Director Development
- CFP Board Center for Financial Planning iRelaunch Announce the Financial Planner Reentry Initiati
- CFP Board Names Kerry Smith as Director of Human Resources
- Handling an Inheritance 5 Mistakes That Keep Americans From Building Legacies of Their Own
- Online Now Read the May 2017 Lets Make a Plan Newsletter
- Recorded Webinar What to Expect from the CFP Exam Experience - July 2017
- Senior CFP Board Ambassador Jill Schlesinger CFP Receives FPA of New Yorks Malcolm S Forbes Awa
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- CFP Board Center for Financial Planning TD Ameritrade Institutional Seek Submissions for 2018 Best
- CFP Board Imposes Interim Suspension on Randy Alford
- CFP Board Releases Draft Revised Code of Ethics and Standards of Conduct
- CFP Board to Release Draft of Proposed Changes to Standards of Professional Conduct
- June Brings Caps Gowns and a Tough Financial Conversation
- Online Now Read the June 2017 Lets Make a Plan Newsletter
- Your Input Needed Proposed Changes to CFP Boards Standards of Professional Conduct
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- CFP Board Center for Financial Planning Announces Northwestern Mutual Best Paper Award in Insurance
- CFP Board Discloses Bankruptcies by CFP Professionals
- New Exam Preparation Toolkit Supports CFP Candidates Through Pathway to Certification
- Online Now Read the July 2017 Lets Make a Plan Newsletter
- Review a Side-by-Side Comparison of the proposed revisions to the Standards of Professional Conduct
- Tips for Frustrated Home Buyers
- View Now July 2017 Business Update Webinar Recording
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- Apply for the CFP Certification Exam Scholarship
- CFP Board Imposes Interim Suspension on Ken A Balser
- CFP Board Imposes Interim Suspension on Lawrence A deShetler
- Low Volatility Market Ways to Reduce Risks That Persist
- Notice Annual Certification Fee for Certification Periods November 1 2017 and Later
- Online Now Read the August 2017 Lets Make a Plan Newsletter
- Recorded Webinar Proposed Revisions to CFP Boards Standards of Professional Conduct
- Recorded Webinar What to Expect from the CFP Exam Experience - November 2017
- Survey of CFP Professionals Shows High Satisfaction with CFP Certification and Career Choice St
- Susan John CFP Elected 2018 ChairElect
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- A Look Back 10 Years of Advancing CFP Boards Mission from the Nations Capital
- CFP Board FPA Collaborate to Strengthen Financial Planning Profession
- CFP Board Imposes Interim Suspension on Mark A Schneider
- CFP Board Imposes Public Discipline
- CFP Board Joins FPSB in Recognizing the Inaugural World Financial Planning Day
- Online Now Read the October 2017 Lets Make a Plan Newsletter
- Three Big Priorities for Parents Before They Help with College
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- CFP Board Center for Financial Planning Establishes Eleanor Blayney Gender Diversity Challenge Fun
- CFP Board Seeks Additional Comments on Proposed Revised Code of Ethics and Standards of Conduct Se
- CFP Board Volunteer Leaders Center for Financial Planning Executive Director Among InvestmentNews
- Give Wisely and Save on Taxes Tips for Charitable Donations
- Online Now Read the November 2017 Lets Make a Plan Newsletter
- View Now November 2017 Business Update Webinar Recording
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- CFP Board Advertisement in emThe Wall Street Journalem
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Releases Revised Version of Proposed Code of Ethics and Standards of Conduct
- Countdown Important Moves to Make Ahead of Proposed Tax Changes
- Online Now Read the December 2017 Lets Make a Plan Newsletter
- Three New Members Elected to CFP Boards Board of Directors
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Toggle Content 2018
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- 2018 Resolution Create a Budget That Actually Succeeds
- CFP Board Center for Financial Planning Names Kathleen McQuiggan Special Adviser on Gender Diversit
- CFP Board Imposes Interim Suspension on Charles Henry Frieda
- CFP Board to Update Privacy Policy on February 1 2018
- Marking Milestones More than 80000 CFP Professionals in the United States
- Online Now Read the January 2018 Lets Make a Plan Newsletter
- Record Number of Women Became CFP Professionals in 2017
- Richard Salmen CFP Takes the Helm of CFP Boards Board of Directors
- Share Your Comments on Revised Proposed emCode of Ethics and Standards of Conductem
- Universities and Colleges Express Support for CFP Certification and Fiduciary Advice
- Vanguard Supports CFP Board Center for Financial Planning as Visionary Circle Sponsor
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- CFP Board Foundation for Financial Planning Create New Pro Bono Award
- CFP Board Imposes Public Discipline
- Dalton Education to Sponsor 2018 CFP Board Registered Programs Conference
- Facebook Live Streaming at 2018 Academic Research Colloquium
- How to Prepare for the Tricky Tax Seasons of 2018-19
- Kaplan Financial Education to Sponsor 2018 CFP Board Registered Programs Conference
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- AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor
- CFP Board Center for Financial Planning Announces New Diversity Advisory Group
- CFP Boards Board of Directors Approves New Code of Ethics and Standards of Conduct
- New Book Explores Unique Area of Financial Planning Practice Client Psychology
- New Report Mapping the Future of Financial Advice
- Online Now Read the February 2018 Lets Make a Plan Newsletter
- Read the Centers March 2018 Newsletter
- Spring Cleaning Your Finances What to Keep and What to Shred
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- CFP Board and NAPFA Working Together for the Financial Planning Profession
- CFP Board Center for Financial Planning FPA Announce Richard B Wagner Memorial Scholarship Fund
- CFP Board Discloses Bankruptcies by CFP Professionals
- Read the March 2018 Newsletters
- Tax Preparation Checklist Lessons from Your 2017 Tax Return
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- Center Releases 2017 Annual Report
- CFP Board Center for Financial Planning Announces Call for Papers for 2019 Academic Research Colloq
- CFP Board Center for Financial Planning Releases 2017 Annual Report
- CFP Board Imposes Public Discipline
- Federal Tax Law Changes Coming to CFP Certification Exam
- Is It Time to Prepare for a Bear
- New Research by CFP Board Center for Financial Planning Explores Lack of Racial and Ethnic Diversit
- New Research on Racial and Ethnic Diversity
- Read the April 2018 Newsletters
- XY Planning Network Begins CFP Exam Scholarship Program for Next Gen Financial Planners
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- CFP Board Discloses Bankruptcies by CFP Professionals
- Distinguished Speakers to Appear at First-Ever CFP Board Center for Financial Planning Diversity Su
- Jack Brod CFP Elected 2019 CFP Board ChairElect
- MERRILL LYNCH TO BE SIGNATURE SPONSOR AT CENTER DIVERSITY SUMMIT
- Notice of Arbitration Decision
- Read the Centers July 2018 Newsletter
- Read the June 2018 Newsletters
- Reboot Your Personal Finances with These Easy Steps
- Revisions to CFP Boards CE Policies Effective October 1 2018
- View Now June 2018 Business Update Webinar Recording
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- CFP Board Announces New and Improved Ethics Continuing Education Program
- CFP Board Announces Public Forums on Code of Ethics and Standards of Conduct
- CFP Board Center for Financial Planning The American College Announce New CFP Exam Scholarship
- CFP Board Imposes Public Discipline
- CFP Board Resources Outline Impact of 2017 Tax Cuts Jobs Act on the CFP Exam
- Financial Confidence is Possible With A CFP Professional
- Merrill Lynch to Be Signature Sponsor at the CFP Board Center for Financial Plannings DiversitySum
- New Pro Bono Award Open for Nominations
- Read the August 2018 Newsletters
- Three Questions to Ask Before Changing Careers
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- CFP Board Center for Financial Planning Publishes New Academic Journal
- CFP Board Imposes Interim Suspension on Neil Maxwell
- CFP Board Imposes Interim Suspension on Scott P Evans
- CFP Board Imposes Public Discipline
- Key Lessons Learned from the 2008 Financial Crisis
- New Brochure Highlights Key Elements of New Code and Standards
- Read the Center for Financial Plannings Latest Newsletter
- Read the Centers September 2018 Newsletter
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- CFP Board Center for Financial Planning and Wharton Executive Education to Provide Unique Course in
- CFP Board Center for Financial Planning Hosts Summit to Increase Diversity in the Financial Plannin
- CFP Board Expands Mentor Program for Candidates for CFP Certification
- CFP Board Imposes Interim Suspension on Raymond A Erker
- CFP Board Joins Financial Planning Standards Board in Celebrating World Financial Planning Day
- Charles Schwab Foundation Supports CFP Board Center for Financial Plannings Efforts to Increase D
- Envestnet Supports CFP Board Center for Financial Planning as Founding Sponsor
- Finding A Balance Between Education and Retirement Funding
- Online Now Read the October 2018 Lets Make a Plan Newsletter
- Watch Live Center for Financial Planning Diversity Summit Tues Oct 23
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- 2018 Year End Financial Planning
- CFP Board Imposes Public Discipline
- CFP Board Requests Public Comment on Proposed Revisions to Rules that Govern Disciplinary Process
- CFP Board Targets Systemic Diversity Issues
- Four New Members Elected to CFP Boards Board of Directors
- New Election Night Survey Even with Booming Economy Consumers Are Not on Track to Retire on their
- Online Now Read the November 2018 Lets Make a Plan Newsletter
- Technical Revisions and Answers to Frequently Asked Questions for New Code of Ethics and Standards
- Updates to CFP Boards Articles of Incorporation and Bylaws
- View Now November 2018 Business Update Webinar Recording
- What Do the Letters After a Financial Advisers Name Really Mean
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- 19 People Who Will Change Wealth Management in 2019
- CFP Board Center for Financial Planning Releases White Paper on the First Career Re-Entry Initiativ
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Recognizes Longevity and Contributions to Financial Planning Profession
- CFP Boards ReEntry Program for Women Shows Signs of Success
- Charitable Donations 2018 Implications of the New Tax Law
- Most Americans Feel Its Harder to Retire Now Than It Was 5 Years Ago
- Nobel Laureate Among Contributors to Latest Installment of Financial Planning Review
- November 2018 CFP Exam Update
- Read the Centers December 2018 Newsletter
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Toggle Content 2019
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- 10 Steps to Achieve Financial Freedom This Year
- CFP Board Imposes Interim Suspension on Larry J Templin
- CFP Board Imposes Public Discipline
- CFP Board Marks Significant Milestones and Achievements - Showing Growth and Interest in CFP Cert
- CFP Exam 101 Everything You Need to Know to Pass the CFP Test
- Digital Certificate Now Available for Consumers to Verify CERTIFIED FINANCIAL PLANNER Professional
- New Report-Financial Advisors Still Primary Source for Advice
- New Survey Shows Consumers No Matter Their Income or Assets Need Support with Spending Household
- Public Comment Period for Proposed Procedural Rules Ends January 29
- Susan John CFP Leads CFP Boards Board of Directors
- What Designations Should Your Financial Advisor Have
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- CFP Board and Center for Financial Planning Conferences Feature New Research Opportunities for Fac
- CFP Board and Foundation for Financial Planning Honor the University of Georgia with the Inaugural
- CFP Board Center for Financial Planning Expands I am a CFP Pro Campaign to Attract Young Divers
- CFP Board Recruitment Campaign Strives For More Diversity
- CFP Board Recruitment Campaign Strives For More Diversity
- CFP Board Reports Rise in Number of CERTIFIED FINANCIAL PLANNER Professionals
- CFP Exam 101 Everything You Need to Know to Pass the CFP Test
- College for Financial Planning a Kaplan Company to Serve as Title Sponsor of Registered Progra
- Dalton Education and Merrill Lynch Serve as Signature Sponsors of CFP Boards Registered Program C
- Facebook Live at the 2019 Academic Research Colloquium
- Financial Advisor Versus Financial Planner Whats the Difference
- Love and Money How to Manage Finances Equally
- Plan and Save for Retirement
- Public Awareness Campaign Spring 2019 Advertising Update
- Top Priority Plan and Save for Retirement
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- Better to Have No Rule at All Reg Bl Critics Say
- CFP Board Center for Financial Planning Announces Best Paper Winners for 2019 Academic Research Col
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board to Congress SEC Regulation BI Needs Clarity Greater Consumer Protections
- Health Savings Account The Savings Account You Need
- Is It Easy to Manage Money Advisors Say No Consumers Say Yes
- New Research Shows Significant Gaps Between Advisor Consumer Views on Money Management
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- CFP Board Seeks Qualified Candidates for 2020 Board of Directors
- Charles Schwab Foundation Supports CFP Board Center for Financial Planning as Founding Sponsor
- New Guide from CFP Board Center for Financial Planning Highlights Best Practices for Firms to Recru
- New Roadmap for Code and Standards Provides Quick Reference Guide for CFP Professionals Firms
- New Workforce Development Guide from CFP Board Center for Financial Planning
- Read the Centers April 2019 Newsletter
- Urgent and Important The New Retirement Savings Mentality
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- CENTER RELEASES 2018 ANNUAL REPORT
- CFP Board Center for Financial Planning Releases 2018 Annual Report
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Imposes Public Discipline
- CFP Board Offers Advisors Guide to Meet New Standards
- CFP Board Releases Code Standards Guidance for Fee Only CFP Professionals
- CFP Board Research Confirms Most Americans Are Unprepared for Retirement
- Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP Certi
- Latest Certificant Connections Podcast Conversation with Susan John CFP 2019 Chair of CFP Board
- Latest Certificant Connections Podcast Focuses on New Code and Standards
- National 529 College Savings Plan Day Four Strategies to Maximize College Savings
- New Research Confirms Americans Are Not Prepared for Retirement
- Online Now Read the May 2019 Lets Make a Plan Newsletter
- Whartons Musto Named Guest Editor for FinTech Special Issue of Financial Planning Review
- Why Women Should Handle Financial Planning
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- CFP Board Imposes Automatic Interim Suspensions
- CFP Board Statement on SEC Regulation BI and Related Guidance
- How to Find Reliable Financial Advice as Regulations Change
- Latest Certificant Connections Podcast Conversation with Mary Kay Svedberg PhD Director of Educ
- Make Insurance Part of the Plan this National Insurance Awareness Day
- Real-World Case Studies Bring Code and Standards to Life
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- CFP Board Announces Independent Task Force to Strengthen and Modernize Enforcement
- CFP Board Chooses Perfect Texas Regulator to Wrangle Enforcement
- CFP Board Imposes Interim Suspension on Anthony Cottone
- CFP Board Responds to The Wall Street Journal
- Directors of CFP Board Set Enforcement Date for New Code and Standards
- Douglas S King CFP Elected 2020 CFP Board ChairElect
- How To Create A More Diverse Financial Planning Profession
- Recorded Webinar Roadmap to the Code and Standards
- View Now July 2019 Business Update Webinar Recording
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- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Imposes Public Discipline
- Investopedia 100 Top Financial Advisors of 2019
- Read the Centers August 2019 Newsletter
- Read the Latest Issue of Financial Planning Review
- These Are the New Rules for Finding a Financial Advisor You Can Trust
- Yet Another Study States That Americans Are Falling Down on Retirement Savings
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- Americans Are Not Saving For Retirement Or Dont Know If They Are Study Says
- CFP Board Announces Members of Independent Task Force on Enforcement
- CFP Board Center for Financial Planning Announces 2019 Diversity Summit Agenda and Speakers
- CFP Board Imposes Interim Suspension on James Hal Heafner
- Help Wanted Aspiring Financial Planners CFP Professionals Continue to be in Demand
- New Research Juggling Student Loans Saving for Retirement and Other Priorities
- View Now - September 2019 CFP Certificant Connection Webinar Recording
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- Advisors Instill Confidence in Face of Recession
- New Research - Americans Working with a Financial Advisor are More Prepared
- Read the Centers October 2019 Newsletter
- Read the October CFP Board Report Newsletter
- Snapshot of Todays CFP Professional-High Career Satisfaction Recommends CFP Certification
- World Financial Planning Day Brings Focus to How Financial Planners Help Consumers Live Well
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- 10 New Case Studies Bring CFP Board Code and Standards to Life
- CFP Board Appoints DA Abrams CAE to lead the CFP Board Center for Financial Planning
- CFP Board Center for Financial Planning Hosts Summit to Increase Diversity and Inclusion
- CFP Board Center for Financial Planning Welcomes Sponsors for 2019 Diversity Summit
- CFP Board diversity summit aims to follow calls to action with accountability
- CFP Board Imposes Public Discipline
- If youre worried about a recession now is probably a good time
- Progress On Diversity In Advice Industry Is Slow CFP Board
- Read the November CFP Board Report Newsletter
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- 20 People Who Will Change Wealth Management in 2020
- Certified Financial Planner Board of Standards Welcomes New Members to Ambassador Program
- CFP Board Releases Independent Task Force Report and Preliminary Response
- Financial Planning - One Small Step 50 Years Ago
- Overview of 2020 Offerings of CFP Board Client Psychology Program at Wharton
- Read the Centers December 2019 Newsletter
- Read the December CFP Board Report Newsletter
- Read the Latest Issue of Financial Planning Review
- Three New CFP Professionals Elected to CFP Board Board of Directors
- Videos - 50th Anniversary of Financial Planning
- View Now December 2019 CFP Certificant Connection Webinar Recording
- When you connect diversity to business outcomes people pay attention
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Toggle Content 2020
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- 10 New Frequently Asked Questions on CFP Board Code and Standards
- Answers to the SECs Reg BI FAQs depend on facts circumstances
- Beware Californias New Data Privacy Law
- CFP Board Imposes Interim Suspension on Michael R Severance
- CFP Board Names New Chair for 2020
- CFP Board Reports Strong Gains Among Women Planners
- CFP Board Reports Strong Growth in 2019
- CFP ranks grew by 3point9 in 2019
- Jack Brod CFP Now Chair of CFP Board Board of Directors
- Jack Brod Tapped To Lead CFP Boards Board of Directors
- Minorities Women Rapidly Gaining Ground in Ranks of CFP Holders
- New CFP Board Chair Pledges Governance Review and Reform in 2020
- New CFP Board Chair Pledges Governance Review and Reform in 2020
- New CFP board chair seeks to broaden pathways to profession
- Read The January CFP Board Newsletter
- Thousands of dollars could be draining out of your account
- Vanguard Veteran Jack Brod Named CFP Board Chair
- Why are so many baby boomers ignoring financial planning
- Why some life insurance could prove risky for consumers
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- Benefits industry newsmakers
- Best Paper Winners for 2020 Academic Research Colloquium
- CFP Board Elects 2 Directors
- CFP Board Imposes Public Discipline
- Enforcement Risk and Compliance Specialist Elected to the Board of Directors of CFP Board
- Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge
- Holiday Office Closure
- Number of Female CFPs Hits Record Level
- Read The February CFP Board Newsletter
- Record growth for black and Latino CFPs status quo for women
- The Best Designation for Advisors
- The Coronavirus is Tanking the Stock Market
- What to do When the Markets Plummet
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- 10 Personal Finance Myths You are Better Off Ignoring
- AI Is Not The Advisors Bogeyman
- CFP Board Announces Closure of All CFP Certification Examination Testing Sites
- CFP Board Discloses Bankruptcies
- CFP Board floats revised disciplinary rules
- CFP Board Imposes Interim Suspensions
- CFP Board Releases New CFP Exam Resource on the SECURE ACT 2019
- CFP Board Requests Comments on Revised Proposed Procedural Rules
- CFP Board Requests New Comments on Procedural Rules
- Comments Sought On CFP Board Disciplinary Rules
- COVID-19 Update from CFP Board
- Is there Justification for the CFP Boards New Compensation Disclosure Policy
- Read the March CFP Board Report Newsletter
- Susan John CFP Addresses CFP Professional Community
- Why I voted to remove fee info from the CFP Board website
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- California Lutheran University and CFP Board Center for Financial Planning
- CFP Board Imposes an Interim Suspension
- CFP Board Imposes Automatic Interim Suspensions
- CFP Board Names Jeanne Hamrick as Director of External Communications
- Financial Services Organizations Urge Congress to Help Americans Access Advice During Crisis
- Read the April CFP Board Report Newsletter
- Read the Centers April 2020 Newsletter
- Survey CFP Professionals Primary Recommendation to Clients
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- 5 Last-Minute Tax Planning Tips to File by July 15
- CFP Board Announces Donation to the FFP Pro Bono Pandemic Fund
- CFP Board Appoints Joshua Humbert as Director of Development for the Center for Financial Planning
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Postpones July 2020 CFP Exam to September 2020
- CFP Board Releases Final Procedural Rules
- CFP Boards Board of Directors Approves Conducting Disciplinary Hearings Via Video Conferencing
- CFP Boards Board of Directors Approves Provisions Allowing In-Person Hearings via Video Conference
- Holiday Office Closure May 25
- Read The May CFP Board Report Newsletter
- Updated Terms and Conditions of Certification and Trademark License effective June 30 2020
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- Center Releases 2019 Annual Report
- CFP Board Center for Financial Planning Facet Wealth Announce Joint Scholarship
- CFP Board Implements Reforms to Strengthen Enforcement
- CFP Board Imposes Public Discipline
- CFP Board Now Enforcing Its Strengthened Code of Ethics and Standards of Conduct
- How to Find a Financial Planner You Trust
- Message from the Chair and CEO - We All Must Support Diversity Inclusion and Equity
- Read The June CFP Board Report Newsletter
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- CFP Board Adopts Key Governance Changes To Strengthen Organization
- CFP Board Center for Financial Planning Announces Diversity Summit and Career Fair Agenda
- CFP Board Imposes Interim Suspension on Bryant Caveness
- CFP Board Restructures to Improve Brand Enforcement Efforts
- CFP Exam Scheduled for November 2020
- Feeling anxious about money Increasing your financial knowledge can help
- Holiday Closure
- Kevin Keller CFP Board Can Grow Ranks Protect Consumers
- New Diversity Scholarship Program for CFP Certification
- Read the Center October 2020 Newsletter
- Read The October CFP Board Report Newsletter
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- Center for Financial Planning Announces 2020 Sponsors for Virtual Diversity Summit and Career Fair
- CFP Board Center for Financial Planning Highlights Call for Change
- CFP Board Imposes Interim Suspension on Timothy A Hanna
- CFP Board Imposes Public Discipline
- CFP Board Publishes Consumer-tested Engagement Letters
- CFP Board study provides map for increasing diversity in advice sector
- CFP Boards Board of Directors Elects Three New Members to the Board
- CFP Boards DA Abrams links sustainability with diversity
- Holiday Closure
- Read The November CFP Board Report Newsletter
- The Future of Diversity in the Financial Planning Profession
- View Now November 2020 CFP Board Certificant Connection Webinar Recording
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- As COVID-19 Cases Continue to Increase Top Financial Concern
- CFP Board Announces 2020 Registered Programs Conference
- CFP Board Appoints Thomas A Sporkin as Managing Director Enforcement
- CFP Board Center for Financial Planning Announces Record Number of Scholarships
- CFP Board Foundation for Financial Planning Honor Utah Valley University with Pro Bono Award
- CFP Board Imposes an Interim Suspension on Daryll D Claxton of Havertown Pennsylvania
- CFP Board Strengthens Enforcement Program and Opens 1266 Investigations
- Consumer Research Drives Relaunch of CFP Boards Financial Planning Website
- Holiday Office Closure
- Holiday Office Closure January 1
- Read The December CFP Board Report Newsletter
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Toggle Content 2021
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- CFP Board Welcomes Seven New Members to Ambassador Program
- CFP Board Achieves Record Growth of CFP Professionals
- CFP Board Imposes an Interim Suspension on Andrew D Slocum of Snowmass Village Colorado
- CFP Board Imposes an Interim Suspension on William D King of Knoxville Tennessee
- CFP Board Imposes Public Discipline
- Douglas S King CFP Begins Board Chair Role on CFP Boards Board of Directors
- Office Closure January 18 and January 20
- Read The January CFP Board Report Newsletter
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- CFP Board Appoints William A Nelson as Assistant General Counsel
- CFP Board Forms New Commission to Review Sanction Guidelines and Fitness Standards
- CFP Board Imposes an Interim Suspension on David A Jenson of Altamonte Springs Florida
- CFP Exam Scheduled for March 9-16 2021
- Holiday Office Closure February 15
- How to study for and pass the CFP exam
- New CFP Board Enforcement Chief Brings a Separation of Functions
- Read The Centers February 2021 Newsletter
- Read the February CFP Board Report Newsletter
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- CFP Board Adds Psychology Of Financial Planning To Exam Requirements
- CFP Board Adds Psychology to Key Study Topics for CE Credits Exam
- CFP Board Center for Financial Planning and Dalton Education Announce Scholarship
- CFP Board Center for Financial Planning Launches Diversity Scholarship
- CFPs spring advertising campaign focuses on retirement planning
- Covid-19 pandemic couldnt stop worldwide growth in CFPs
- Don Pay Tax Penalties on Money You Took From Retirement Accounts
- New CFP Ad Campaign Unveiled
- Number Of CFPs In US Grew In 2020
- Opinion Why rookie stock investors should think seriously about getting experienced financial advice
- Public Awareness Campaign Spring 2021 Advertising Update
- Read The March CFP Board Report Newsletter
- Results of New Practice Analysis Study to Shape CFP Boards Certification Requirements
- View Now March 2021 CFP Board Certificant Connection Webinar
- Virtual Forums on Sanction Guidelines and Fitness Standards
- We All Must Condemn Violence Toward Asian Americans and Pacific Islanders
- What Type Of Financial Advisor Is Right For You
- Why You Might Treat Your Third Stimulus Check Differently
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- CFP Board Adds Psychology of Financial Planning to Exam Topics
- CFP Board Appoints Dawn Harris
- CFP Board Expands Remote Proctoring Option
- CFP Board Expands Remote Proctoring Option to All Candidates
- CFP Board Imposes an Interim Suspension on George M Warner of Rowlett Texas
- How many non binary advisors CFP Board now counting
- How To Find the Best Financial Advisor for You
- Read The April CFP Board Report Newsletter
- Read the Latest Issue of Financial Planning Review
- What the pandemic taught us about helping clients navigate shocks
- Why No One Calls Themselves A Stockbroker Anymore
- Why Women Should Consider A Career in Financial Planning
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- CFP Board Appoints Kim Hayes CFP as Director of Corporate Relations
- CFP Board Imposes Interim Suspensions
- CFP Board Imposes Public Discipline
- CFP BOARD SEEKS CANDIDATES FOR 2022 BOARD OF DIRECTORS
- Holiday Office Closure May 31
- Is Your Financial Planner Acting in Your Best Interest
- New Research Confirms Value of CFP Certification to Female Advisors
- Opportunities Expand for Female Financial Advisers
- Read The May CFP Board Report Newsletter
- Survey Finds Women CFPs More Confident Happy Than Male Counterparts
- The Autistic Adviser Andrew Komarow and His Niche Firm Plan for Those on the Spectrum
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- Center Releases 2020 Annual Report
- CFP Board CEO Calls on Advisors to Accelerate Diversity and Technology Improvements
- CFP Board Imposes Public Sanctions on 40 Individuals
- Holiday Closure
- Holiday Office Closure - June 18 at 3 pm
- November Exam Registration Now Open
- Read the June CFP Board Report Newsletter
- The CFP Board to Include the Psychology of Financial Planning in Its Certification Exam
- Whats the Difference Between a ChFC and CFP
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- Bidens Executive Order Could Ease Adviser Moves But Limit Mega Mergers
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Lays Out Changes to Its Enforcement Rules
- CFP Board Proposes Making Sanctions Public for Reporting Failures
- CFP Board Proposes Tougher Penalties for Hiding Misconduct
- CFP Board Requests Comments on Proposed Revisions to Sanction Guidelines and Procedural Rules
- CFP Board Wants Tougher Sanctions for Ethics Conduct Violations
- CFP Board Weighs Monetary Penalties in Tougher Sanctions Plan
- Critics Question Impact of CFP Boards Proposed Sanction Revisions
- Daniel Moisand CFP Elected 2022 CFP Board Chair-Elect
- Read the Centers Quartely Newsletter
- Read The July CFP Board Report Newsletter
- Updated Terms and Conditions of Certification and Trademark License Effective September 30 2021
- View Now July 2021 CFP Board Certificant Connection Webinar
- Weekend Reading for Financial Planners July 31-Aug 1
- What a Former SEC Executive Has Learned About CFP Boards Enforcement Program
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- CFP Board Adopts Framework of New 5-year Strategic Plan
- CFP Board Statement Concerning Barbara Ropers Appointment as Senior Adviser to SEC Chair
- Northwestern Mutual Renews Funding to CFP Board Center for Financial Planning with $1M Gift
- Read The August CFP Board Report Newsletter
- Registration for November 2021 Exam Open Pass Rate for July 2021 Exam Remains Stable at 62
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- CFP Board Center for Financial Planning and Aspiriant Launch Scholarship
- CFP Board Center for Financial Planning and Ballentine Partners Launch Diversity-Focused Scholarship
- CFP Board Center for Financial Planning and Parsec Financial
- CFP Board Center for Financial Planning Releases Career Guide for Students and Career Changers
- CFP Board Imposes an Interim Suspension on Nicholas Spagnoletti of Madison New Jersey
- CFP Board Imposes Public Sanctions On 51 Individuals
- DIY Investors Can Become Your Clients Heres How
- Eight College Teams Named Finalists in the 2021 Financial Planning Challenge
- Holiday Office Closure September 6
- More Than 9 in 10 CFPs Strongly Satisfied With Career Choice Survey
- Read the September CFP Board Report Newsletter
- Survey of CFP Professionals Shows Continued High Satisfaction
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- CFP Board Appoints James N Katsaounis As Managing Director Marketing and Communications
- CFP Board Center for Financial Planning Recognizes 2021 Sponsors for Virtual Diversity Summitt
- Diversity Summit And Career Fair to Be Held Virtually
- Holiday Office Closure
- News Detail Page
- Read the October CFP Board Report Newsletter
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- CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity
- CFP Board Center for Financial Planning and College for Financial Planning Announce CFP Exam
- CFP Board Center for Financial Planning Announces Best Paper Winners for 2021 ARC
- CFP Board Imposes Public Sanctions On 22 Individuals
- CFP Board Increases Sanction for Self-Reporting Failures Requests Comments on Proposed
- CFP Boards Board of Directors Elects Four New Members
- Holiday Office Closure
- Read The Centers Quarterly Newsletter
- Read the November CFP Board Report Newsletter
- View Now The November 2021 CFP Certificant Connection Webinar
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Toggle Content 2022
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- 5 QUESTIONS FOR KEVIN KELLER ABOUT ENFORCEMENT
- 5 WAYS TO RESET YOUR RETIREMENT SAVINGS AND SAVE MORE IN 2022
- A Crypto Report Challenged the CFP Board Dont Bet on It Changing Anything
- A QA WITH NEW CFP BOARD CHAIR KAMILA ELLIOTT
- ADVISOR KAMILA ELLIOTT BECOMES FIRST BLACK WOMAN TO CHAIR CFP BOARD
- CFP Board Celebrates Biggest Most Diverse Class as Numbers Climb Past
- CFP Board Center for Financial Planning Announces Record
- CFP Board Establishes Appeals Commission to Adjudicate Appeals Appoints Inaugural Members
- CFP BOARD GETS FIRST AFRICAN AMERICAN BOARD CHAIR
- CFP Board Imposes Public Sanctions On 20 Individuals
- CFP Board Increased Number of Scholarships 67 in 2021
- CFP Board Reports Increase in Diversity of CFP Professionals in 2021
- CFP Board Surpasses 92000 CFP Professionals Increases Gender and Racial Diversity of
- CFP BOARD TO PRIORITIZE EDUCATION NEW TALENT THIS YEAR
- DIVERSITY AMOUNG FINANCIAL PLANNERS IMPROVED IN 2021
- FIRST BLACK CFP BOARD CHAIRWOMAN AIMS TO BE NEW FACE OF FINANCIAL PLANNING
- FIVE RIA DOUBLETAKES CFP APPOINTS FIRST AFRICAN AMERICAN CHAIR
- Fix My Wallet Student Loans
- Fix My Wallet Student Loans
- Holiday Office Closure January 17
- HOW DO YOU OPEN A BANK ACCOUNT FOR A MINOR
- HOW TO MAKE 2022 YOUR BEST YEAR YET AS A FINANCIAL PLANNER
- KAMILA ELLIOT TAKES OVER AS 2022 CFP BOARD CHAIR
- KAMILA ELLIOTT BECOMES FIRST BLACK CHAIR OF CFP BOARD
- KAMILA ELLIOTT BECOMES FIRST BLACK CHAIR OF THE CFP BOARD
- Kamila Elliott CFP Begins Board Chair Role on CFP Boards Board of Directors
- KAMILA ELLIOTT IS READY TO MAKE HISTORY
- LPL Stifel Riskalyze Plus Record breaking Scholarships Annuity Sales Growth and Tech News
- MORE CFP BOARD SANCTIONS REVEALED IN WARNING TO ADVISER PROFESSIONALS
- NEW CFP BOARD FPA LEADERS ASSUME THEIR ROLES
- Ranks Of CFPs Reaches AllTime High
- Read The Centers Quarterly Newsletter
- Read The January CFP Board Report Newsletter
- The CFP Class of 2021 Is the Most Diverse Ever
- This Feels Very Unfair Im 73 and Worked Full-time in Education Over 17 Years I Made
- THIS WEEK IN WEALTH MANAGEMENT NEWSLETTER
- TOTAL NUMBER OF CFPS WOMEN CERTIFICANTS REACH NEW HEIGHTS
- Updated Terms and Conditions of Certification and Trademark License Effective February 21 2022
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- 7 Red Flags That Signal It May Be Time to Dump Your Financial Adviser
- Banks Offer Safe Deposit Boxes at Branches to Store Valuables
- Betterment Buys Into Crypto Onramp Petitions the CFP
- Can These Metrics Truly Advance a Firms DEI Intentions
- CFP Board Center for Financial Planning Releases Diversity Report
- CFP Board Imposes Interim Suspension on James Iannazzo of Southport Connecticut
- CFP Board Imposes Interim Suspensions on Randall Scott Boll of Old Hickory Tennessee and David Yow
- CFP Board Increasing Financial Planning Awareness
- CFP Board Investor Advocates Tell Congress a Stronger Fiduciary Rule Is Needed
- CFP Board Issues Ethical Guides for Planners
- CFP Board Issues New Guides for CFP Professionals on Duty of Care the Financial Planning Process
- CFP Board Releases Metrics That Matter in Industry Diversity
- CFP Board Report Highlights Best Diversity and Inclusion Practices
- Diversifying the Financial Sector Race and Culture
- Extending Financial Plannings Reach
- Group Touts Record Number of Women Black Hispanic CFPs
- Holiday Office Closure February 21
- How to Prepare to Work With a Financial Planner
- If Youre Playing the Audit Lottery as a Taxpayer
- Im in the Clergy and Have Made Student Loan Payments
- Kamila Elliott the First Black Person to Head CFP Board of Standards
- Less Than a Quarter of CFPs Are Women Still
- Read The February 2022 CFP Board Report Newsletter
- Weekend Reading for Financial Planners
- While Slowly Improving a Lack of Diversity in the Financial Planning Industry Persists
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- 6 FINANCIAL PLANNERS ON WHAT THEYRE DOING WITH THEIR OWN INVESTMENTS
- ARE YOUR DIVERSE HIRES LEAVING
- CFP Board Center for Financial Planning and Dowling and Yahnke Wealth Advisors Launch Scholarship
- CFP Board Center for Financial Planning and Edelman Financial Engines Launch Scholarship to
- CFP Board Center for Financial Planning and Financial Alliance
- CFP Board Imposes Public Sanctions On 12 Individuals
- CFP Board Issues New Resources for Firms Offering Financial Planning
- CFP BOARD ROLLS OUT ADVISORY FIRM ROADMAP
- CFP Board Statement on President Biden Executive Order on Digital Assets
- CFP BOARD WHY REGULATION CAN HELP SOLVE THE DIVERSITY PROBLEM
- CFP BOARD WHY REGULATION CAN HELP SOLVE THE DIVERSITY PROBLEM
- DOES YOUR FIRM HAVE ENOUGH FEMALE FINANCIAL PLANNERS
- MORE WOMEN SHOULD BE ADVISORS SAYS TOP FEMALE UBS FA
- ONE KEY THING TO ASK RIGHT NOW IF YOURE CONSIDERING A HELOC
- PODCAST THE FUTURE OF CERTIFIED FINANCIAL PLANNERS WITH KAMILA ELLIOTT
- Read The March 2022 CFP Board Report Newsletter
- RECORD DIVERSITY ADDITIONS AND SCHOLARSHIP AWARDS FOR CFP BOARD
- WHAT IS A UCC FILING AND HOW DOES IT AFFECT MY CREDIT
- WHATS THE VALUE OF A CFP DESIGNATION FOR ADVISORS
- WHY WOMEN HAVE A VITAL ROLE A PLAY IN FINANCIAL PLANNING
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- 65 PASS CFP EXAM WITH NEW PSYCHOLOGY SECTION
- CFP Board Appoints Joseph Feese as Director of Public Relations
- CFP BOARD HIKES ANNUAL CERTIFICATION FEE BY 100
- CFP BOARD HIKES CERTIFICATION COST ADDS NEW CE FEE
- CFP Board Imposes an Interim Suspension on David Campanella of Hudson Ohio
- CFP Board Imposes an Interim Suspension on Michael Giannetti of Grapevine Texas
- CFP BOARD PUBLISHES NEW BOOK ON PSYCHOLOGY OF FINANCIAL PLANNING
- CFP BOARD RAISES ANNUAL FEE
- CFP Board Releases Six-Part Book on Psychology of Financial Planning
- CFP BOARD SEEKS CANDIDATES FOR 2023 BOARD OF DIRECTORS
- CFP Board Welcomes New CFO Announces Retirement of Roger Myers
- CFP EXAM PASS RATE HITS 65 IN MARCH
- CFPS TAKE ANNUAL FEE INCREASE IN STRIDE
- IF YOU DONT DO THIS BEFORE MEETING YOUR FINANCIAL ADVISER
- March 2022 CFP Certification Exam Results
- New Annual CFP Certification Fee Effective October 2022
- Read The April 2022 CFP Board Report Newsletter
- THAT LETTER OFFERING TO BUY YOUR STOCK THINK TWICE
- VIEW NOW THE APRIL 2022 CFP CERTIFICANT CONNECTION WEBINAR
- WHAT YOU NEED TO KNOW ABOUT CFP BOARDS NEW HIGHER FEES
- WHY HALF OF MERCERS 500 ADVISORS ARE WOMEN
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- CFP Board Appoints Michael Kothakota Ph D CFP as Head of Research
- CFP BOARD HIRES NC ADVISOR AS HEAD OF RESEARCH
- CFP Board Imposes Interim Suspension on Shawn Parker of St Charles Illinois
- CFP Board Imposes Public Sanctions On 25 Individuals
- CRAFTING BETTER PLANNERS FROM DESIGNATION POLICY TO STRATEGY
- Financial Advisor vs Financial Planner
- HELPING THE NEWLY WIDOWED
- Holiday Office Closure May 30
- INFLATION EASED A BIT BUT IS STILL SKY HIGH
- Read the Centers Quarterly Newsletter
- Read The May 2022 CFP Board Report Newsletter
- The Center Releases the 2021 Annual Report
- THE RICH LINK BETWEEN PLANNING AND PSYCHOLOGY AND ITS VAST POTENTIAL
- WEALTH BRIEFS FPA EXTERNSHIPS OPEN
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- Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J Goren
- CFP Board Appoints David Nanigian PhD MBA CFP as Director of Education
- CFP Board Center for Financial Planning Announces Expanded Partnership with
- CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of
- CFP Board Center for Financial Planning Surpasses 1 Million in Scholarship Funding
- CFP Board Imposes Interim Suspension on Patrick M Egan of Alhambra California
- Every Month I Express My Concerns to My Adviser But He Says Not to Worry
- Holiday Office Closure July 4
- Holiday Office Closure June 20
- Im Paying My Adviser 1 But the Only Communications I Get Are Invoices
- Read the Inaugural Issue of CFP Boards Quarterly Pro Bono Newsletter
- Read The June CFP Board Report Newsletter
- The One Piece of Advice That Financial Advisors Wish They Known in Advance
- The Top 100 Women Financial Advisors for 2022
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- As More Clients Recognize the CFP Designation Advisors Take Note
- CFP Board Imposes Public Sanctions on 17 Individuals
- New NYU MS in Financial Planning Program Offering Behavioral Finance Focus Approved by CFP Board
- Read The July CFP Board Report Newsletter
- Social Security Young Millennials Have the Least Faith in It Lasting Are They Right
- The New CFP Book on the Psychology of Financial Planning
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- Attention Female Advisors The CFP Board Wants You to Get Certified
- CFP Board Announces July 2022 CFP Certification Exam Results
- CFP Board Appoints Financial Services Executive and Workforce Authority Kate Healy
- CFP Board Center for Financial Planning
- CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
- CFP Board Center for Financial Planning and Wealthspire Advisors Launch CFP Certification
- CFP Board Center for Financial Planning Announces 2022 Diversity Summit Virtual Career Fair Agenda
- CFP Board Imposes Interim Suspension on Christopher J Asher of Annapolis Maryland
- CFP Board Imposes Interim Suspension on Filippo Mastrocola of Everett MA
- CFP Board Imposes Interim Suspension on Jason Cooke of Clayton Delaware
- CFP Board Imposes Interim Suspension on Vincent J Camarda of Amityville New York
- CFP Board Names Diversity Initiative Chief
- CFP Boards Psychology of Financial Planning Webinar
- First Black CFP Reflects on His Career Community and Being a Pioneer
- Former TD Ameritrade Executive to Helm CFP Boards Professional Center
- Grammy Winner Ed Sheeran Is Worth an Estimated $200 Million
- How Financial Planners Can Uplift Communities
- How Much Does a Financial Advisor Cost
- How to Make the Most of Financial Planning Internships
- Matthew Boersen CFP Elected 2023 CFP Board Chair-Elect
- Read The August CFP Board Report Newsletter
- This Is the Jay Leno Rule of Saving Money
- View Now The August CFP Board Certificant Connection Webinar
- We Want to Quit Working in 10 Years
- Where Money Meets Feelings Financial Therapy Finds Its Footing
- Youngest CFP Board ChairElect Explains Why Hes Passionate About Planning
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- A CFP Is an Advisor Armed With Extensive Education
- Buying Bonds Could Be a Great Investing Move Right Now
- CFP Board Appoints Philip Dawson Jr as Director of College and University Relations
- CFP Board Center for Financial Planning and Charles Schwab Launch Charles Schwab Foundation
- CFP Board Center for Financial Planning Hosts 2022 Academic Research Colloquium
- CFP Board Center for Financial Planning Recognizes 2022 Sponsors for Diversity Summit Career Fair
- CFP Board Imposes Interim Suspension on Douglas M McKelvey of South Lake Texas
- CFP Board Imposes Public Sanctions on 33 Individuals
- CFP Board Vacates Interim Suspension Previously Imposed on Joseph M Whitney CFP of
- Foo Fighters Frontman Does This Smelly Thing With His Money
- Holiday Office Closure September 5
- Merrill to Be Lead Sponsor of CFP Board Diversity Efforts for Next Four Years
- More Advisors Adopt Fixed Fees in Response to Changing Client Needs
- Our Financial Adviser Says We Are Locked In
- Read The September CFP Board Report Newsletter
- Wondering How Much You Need to Retire Better Ask Yourself This Question First
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- 1 in 5 RETIREES DONT SEE THIS EXPENSE COMING
- A 40 YEAR OLD PYSICAL THERAPIST GET 222000 IN STUDENT LOANS
- CFP Board Center for Financial Planning Appoints New Co-Editors for Financial Planning Review
- CFP Board Center for Financial Planning Recognizes 2022 Sponsors for Academic Research Colloquium
- HERES HOW MUCH SHARK TANK STAR KEVIN OLEARY SAYS YOU NEED IN SAVINGS RIGHT NOW
- Holiday Office Closure
- HOW ADVISORS CAN OVERCOME PYSCHOLOGICAL BARRIERS IN RELATIONSHIPS WITH CLIENTS
- How CFP CERTIFICATION SHARPENED MY ADVISORY SKILLS
- HOW FINANICAL PLANNERS CAN HELP MINORITY COMMUNITIES BUILD WEALTH
- HOW WEALTH FIRMS CAN SUSTAIN PROGRESS ON DIVERSITY
- IM 66 OWN 65 PROPERTIES AND WONDER IF SELLING MIGHT OFFER A BETTER RETIREMENT
- MARK CUBAN HAS REPORTEDLY GIVEN THIS SIMPLE PIECE OF MONEY ADVICE
- ONE KEY TO SAVING MORE MONEY IS TO START LOOKING AT IT IN THIS SPECIFIC WAY
- Read The October CFP Board Report Newsletter
- Statement on Fee Guidance
- TIMES YOU SHOULD DEFINITELY BE USING A HIGH-YIELD SAVINGS ACCOUNT ACCORDING TO
- WHY WEALTH MANAGEMENTS DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS
- YOU SHOULD MEET WITH A FINANCIAL ADVISER AT LEAST THIS MANY TIMES
- YOUNGEST CFP BOARD CHAIR ELECT EVER LOOKS TO SPREAD WORD ABOUT FULFILLING PROFESSION
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- 3 Things You Should Know About Life Insurance If Youre Buying a Policy for the First Time
- Annuities Benefit Plans When Annuities Came to 401ks
- CFP Board and Foundation for Financial Planning Announce Partnership
- CFP Board Center for Financial Planning Announces Award Winners for 2022 ARC
- CFP Board Elects Three New Directors
- CFP Board Imposes Interim Suspension on Gregory K Womack of Edmond Oklahoma
- CFP Board Imposes Public Sanctions on 13 Individuals
- CFP Board Requests Comments on Proposed Revisions to Procedural Rules
- Earning A Finance Degree Everything You Need to Know Before You Enroll
- Financial Advisors Need to Do a Better Job of Implementing DEI Policies CFP Board Says
- Holiday Office Closure
- Kamila Elliott First Black CFP Board Chair Reflects on 2022
- LUMINARIES 2022 Finalists Executive Leadership Individuals
- Read the November CFP Board Report Newsletter
- The New Financial Planning Process That Saves Time Empowers Clients
- View Now the November 2022 CFP Certificant Connection Webinar
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- 10 People to Watch in Wealth Management in 2023
- Amid Crypto Carnage CFP Board Urges Caution on Digital Assets
- Can Financial Pros Narrow the Racial Wealth Gap_ More Black Advisors Are Trying
- CFP Board Announces November 2022 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Stephen Y Kwan of Spicewood Texas
- CFP Board Issues Crypto Guidelines
- CFP Board to Establish Competency Standards Commission
- Holiday Office Closure December 26 30
- Read The December CFP Board Report Newsletter
- Setting the Standard Tom Sporkin on CFP Board Enforcement
- Tackling The Racial Wealth Gap Diversity Within the Financial Industry Matters
- The Top Financial Planning Podcasts of 2022
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Toggle Content 2023
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- Advisors Celebrate Incremental Diversity Gains as the Number of CFPs Eclipses 95000
- CFP Board Announces Org Change to Aid Recruiting Efforts
- CFP Board Boasts Record Growth Increases Member Diversity
- CFP Board CreaSeparate Arm to Promote Planning Careers Hiring of Planners
- CFP Board Exceeds 95000 CFP Professionals
- CFP Board Imposes Interim Suspension on Gary B Gross of Raleigh North Carolina
- CFP Board Imposes Interim Suspension on John N Matson of Manhattan Beach California
- CFP Board Imposes Public Sanctions on 12 Individuals
- CFP Board Plans to Boost Student Engagement to Recruit Future Planners
- CFP Board Splits Into 2 Nonprofits Aiming to Better Promote Financial Planning Profession
- CFP Board Splits to Better Tout Professions Benefits
- CFP Diversity Ticks Up in 2022
- CFP vs CPA Whats the Difference and Who Should You Hire
- Daniel Moisand CFP Begins Board Chair Role on CFP Boards Board of Directors
- Everything Is on the Table in CFP Standards Review Says New Chair
- For Freelancers New Federal Help in Saving for Retirement
- One Surprising Way You Should Be Vetting a New Financial Adviser
- Read The January 2023 CFP Board Report Newsletter
- The Next Step in CFP Boards Evolution
- To Give in to the Client
- Two Advisor Credentialing Organizations Have Their Say on Crypto
- Using Financial Psychology to Differentiate Your Practice
- When a Dream House Is a Bad Idea
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- Are You Playing It Too Safe With Clients Investments
- CFP Board Imposes Interim Suspension on John Poulos of Colleyville Texas
- CFP Board Imposes Interim Suspension on Kenwyn J Belkot of Wexford Pennsylvania
- Client Crises Can Catch Advisors Off Guard
- Cracking the code
- Financial Well-Being Requires More Than One Dose New Study
- Higher Default Savings Rates Lead to More Retirement Contributions
- Holiday Office Closure February 20
- Notice of Assignment of and Modification to Pathway to CFP
- Notice of Assignment of and Modification to Terms and Conditions of Certification and
- Read The February 2023 CFP Board Report Newsletter
- View Now THE February 2023 CFP CERTIFICANT CONNECTION WEBINAR
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- 8 Steps to Host a DEI Summit
- Barely One Quarter of Financial Planners Are Women But Industry Experts
- CFP Board Announces New Womens Initiative Endowed Scholarship
- CFP Board Center for Financial Planning
- CFP Board Establishes Competency Standards Commission to Evaluate Standards for CFP Certification
- CFP Board Formally Launches Competency Standards Commission
- CFP Board Launches New Public Awareness Campaign
- CFP Board RIA Team Up to Offer Scholarship
- CFP Boards Ad Campaign Reflects Flexibility After Split
- Dollar Scholar Asks Is My Money Safe in the Bank
- Female Advisors Need More Pathways
- How Marketing With the CFP Marks Reduces Client Acquisition Costs and Accelerates Revenue Growth
- Pandemic Era Debt Weakened Retirement Readiness
- Read the March 2023 CFP Board Report Newsletter
- The Evolving Risk Framework All Retirement Advisors Need to Know
- These Are the Top US Banks by Proportion of Uninsured Deposits
- View Now Special Preview of 2023 Public Awareness Campaign
- View Now The March 2023 CFP Certificant Connection Webinar
- Why the Ranks of Women Advisors Are Finally Increasing
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- 8 Keys to Defusing Couples Money Conflicts
- 89 Of Americans Worry About the Cost of Living Says CFP Board Survey
- Americans Are Worried About the Cost of Living Heres What Advisors Need to Know
- Are We Simply Not Rich Enough
- CFP Board Announces March 2023 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Brian R Gilder of Beverly Hills California
- CFP Board Rolls Out Scholarship to Support Next-Gen Women
- CFP Board Seeks Candidates for 2024 Board of Directors
- CFP Board Survey Indicates Inflation Is a Concern for 9 in 10 Americans
- CFP Board Survey Reveals Cost of Living Is a Worry for 9 in 10 Americans Polled
- CFP Exam Pass Rate Inches Up to 65
- Explaining the Financial Planning Profession
- How Many CFP Exam Takers Passed the Latest Test
- Legislation Would Allow Use of 529 Funds to Finance Training for CFP Credential
- New Bill Allows 529 Plans to Be Tapped for CFP CPA Exams
- Our 2023 PLANADVISER Vision Award Winners
- Read The April CFP Board Report Newsletter
- Rising Costs Eating Into Retirement Savings CFP Board Poll
- Statement on SEC Staff Bulletin on Standards of Conduct for Brokers Dealers and Investment Advisers
- Women Gain Momentum in New CFP Numbers But Overall Percentage Is Stuck
- Young US Couples Are Moving in Together to Save Money But 4 in 10 Regret It
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- 3 in 10 Americans Are Worried About Their Investments
- 35 of Americans Are Concerned About Saving for Retirement
- BEYOND LIP SERVICE IN DEI
- CFP Board Adopts Revised Procedural Rules
- CFP Board Appoints Lynn McNutt as Director of Executive Communications
- CFP Board Imposes Public Sanctions on 22 Individuals
- CFP Board Launches an Endowed Scholarship for Women
- CFP Board Outlines Best Practices to Retain Diverse Talent
- CFP Board Releases DEI Report on Retention Strategies
- CFP Board Urges Senate To Pass Bill to Protect Seniors
- FIRMS ARE HIRING MORE DIVERSE ADVISORS CAN THEY KEEP THEM
- Holiday Office Closure May 29
- Lynn McNutt Announced as Director of External Communications at CFP Board
- Many Americans Prioritize Saving for Retirement Despite Being Squeezed by Rising Costs Survey
- New Study Shows Ties Between Personality Estate Planning
- Only 53 of Americans Have Worked With a Financial Planner
- Read The May 2023 CFP Board Report Newsletter
- Revised CFP Board Procedural Rules Coming Sept 1
- The Financial Planner of the Future
- The Money Behind the Succession Family Financial Expert Breaks It Down
- THIS BIG 5 PERSONALITY TRAIT IS LINKED TO WEALTH NEW RESEARCH SHOWS
- Updated Procedural Rules Effective September 1 2023
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- ADDRESSING THE FINANCIAL PLANNING NEEDS OF THE LGBTQ COMMUNITY
- CFP Board Imposes Interim Suspension on Lisa A Ditkowsky of Wilmette Illinois
- CFP Board Imposes Interim Suspension On Randall B Kiefner of Orlando Florida
- EBSA Says It Will Propose Fiduciary Rule in August
- Ethics Report 2022 Year in Review
- Fiduciary vs Financial Adviser Whats the Difference
- Financial Literacy Advocate Brings First Fraternity to Financial Planning
- Got a Summer Job Consider Opening a Roth IRA
- Heres How Bad the Financial Advisor Talent Shortage Is
- Holiday Office Closure July 4
- Holiday Office Closure June 19
- Kate Healy Evangelizing for Financial Planning as a Career Choice
- More Financial Planners Are Acting Like Psychologists Heres How
- New Study Ties Lack of Advisor Diversity to Local Racism
- Pay $3K a Year for My Financial Adviser Is That Worth It
- Read the June 2023 CFP Board Report Newsletter
- Retiree Medical Costs Are Expected to Moderate but Still High
- The Critical Role of Competent and Ethical Financial Planning
- The Fed Rate Pause Wont End Mortgage Misery
- Understanding The Generations and Needs of the LGBTQ Community
- Vanguard Becomes Newest Founding Sponsor for CFP Board Center for Financial Planning
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- ADVISORS FIND REWARDS IN PRO BONO WORK
- Can Jaylen Brown Bring a Black Wall Street to Boston
- CFP Board Adopts Resolution Encouraging CFP Professionals to Engage in Pro Bono Financial Planning
- CFP Board Imposes Public Sanctions on 16 Individuals
- CFP Board Names Finance Veteran Elizabeth Miller as 2025 Chair
- CFP Board Statement of Support for Freedom to Invest in Tomorrows Workforce Act
- CFP Board Statement of Support for NDAA
- Elizabeth Miller CFP Elected 2024 CFP Board Chair-elect
- How Pro Bono Planning Is Making Financial Advisors Feel Rich
- How to Switch Banks A Step by Step Guide
- NJ Advisor Named as CFP Board 2024 Chair Elect
- Read the July 2023 CFP Board Report Newsletter
- RESOLUTION SETTING FORTH CFP BOARDS SUPPORT FOR PRO BONO FINANCIAL PLANNING SERVICES
- View Now The July Certificant Connection Webinar
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- 31 of Investors Are OK With Using Artificial Intelligence as Their Advisor
- 8 Big Advisory Firms With Lots of CFPs
- A COMPASSIONATE APPROACH TO FINANCIAL TRAUMA
- CFP Board Announces July 2023 CFP Certification Exam Results
- CFP Board Center for Financial Planning Expands Editorial Board of Financial Planning Review
- CFP Board Imposes Interim Suspension on Rusty J Whittaker of Austin Texas
- CFP Board Releases Practitioner Resource Guide as Companion to The Psychology of Financial Planning
- CFP BOARD RELEASES RESOURCE GUIDE ON FINANCIAL PLANNING
- CFP Board Survey Investors Trust AI More Than Social Media But Advice Still
- Consumers Trust Human Advisors a Lot More Than AI CFP Board Survey Finds
- Hiring a Financial Adviser Do Your Due Diligence
- How to Choose a Bank
- How to Leverage Todays UltraHigh Interest Rates to Grow Your Savings
- Is a Personal Loan Worth It Heres What Experts Think
- Is It Safe to Buy Stuff From TikTok Shop
- Job Listings for Financial Advisors Have Spiked 63 in the Past Year
- MORE THAN HALF OF INVESTORS COMFORTABLE TAKING ADVICE FROM AI SOMETIMES
- New CFP Board Enforcement Rules Kick in Sept 1 Heres What You Need to Know
- Read The August 2023 CFP Board Report Newsletter
- The Personal Loan Industry Is Booming Heres Why
- WHAT INVESTORS REALLY THINK OF AI GENERATED ADVICE SURVEY
- What Is a Callable CD and Is Opening One a Good Idea
- Where to Find Free Professional Financial Advice
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- 50TH ANNIVERSARY OF THE CFP MARKS THE JOURNEY CURRENT STATE OF CFP BOARD
- 7 Saving Strategies You May Not Have Tried Yet
- Asking ChatGPT for Financial Advice Only 37 of Adults Are Interested in AI Tools
- CFP Board Center For Financial Planning Announces 2023 Diversity Summit and Virtual Career Fair
- CFP BOARD DETAILS SIXTH ANNUAL DIVERSITY SUMMIT AND CAREER FAIR
- CFP Board Imposes Public Sanctions on 13 Individuals
- CFP Board Requests Comments on Revised Sanction Guidelines and Fitness Standards
- Holiday Office Closure September 4
- How to Manage Your Student Loans After a Layoff
- Is Your Client a Money Worshipper Avoider or Vigilante
- IS YOUR CLIENT A MONEY WORSHIPPER AVOIDER OR VIGILANTE
- Read the September 2023 CFP Board Report Newsletter
- The CNBC FA 100 Ranking Recognizes Advisory Firms That Help Clients Navigate Big Financial Decisions
- What Do I Need to Qualify for Certified Financial Planner Scholarships
- WHAT IS A CERTIFIED FINANCIAL PLANNER
- WHAT IS FIDUCIARY DUTY DEFINITION AND HOW IT WORKS
- WHAT THE LETTERS MEAN 6 DESIGNATIONS EVERY ADVISOR AND CLIENT SHOULD KNOW
- You and Your Acronyms Will a New Designation Join a Long List of Financial Advisor Titles
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- CFP Board Appoints Kevin Roth Ph D as Managing Director of Research
- CFP Board Appoints Seasoned Association Leader K Dane Snowden as Chief Operating Officer
- CFP Board Celebrates 50th Anniversary of CFP Certification
- CFP Board Center for Financial Planning Recognizes 2023 Sponsors for Diversity Summit Career Fair
- CFP Board Elects Three New Directors
- CFP Board Encourages House Committee to Pass Bill on Use of 529 Funds for Certification
- CFP Board Imposes Interim Suspension on Joseph F Bartosiewicz of Scottsdale Arizona
- CFP BOARD NAMES DIRECTOR OF RESEARCH
- CFP Board Statement On Support For DOL Fiduciary Rule
- DEMYSTIFYING YOUR HEALTH INSURANCE PLAN
- DOL Unveils Fiduciary Rule That Regulates Annuity OneTime Rollover Advice
- EXPLORING THE IMPACT OF THE ANNUAL CENTER FOR FINANCIAL PLANNINGS DIVERSITY SUMMIT
- FORMER SEC CHAIR TO JOIN CFP BOARD OF DIRECTORS
- Holiday Office Closure October 9
- Important Step or Out of Touch Reactions to DOL Proposal Run the Gamut
- Many Students Still Havent Heard of Financial Planning Careers
- Read The October 2023 CFP Board Report Newsletter
- Statement on SEC Proposed Rule Conflicts of Interest Associated with the Use of Predictive
- View Now Recorded Webinar on Proposed Revised Sanction Guidelines and Fitness Standards
- Ways To Recover From A Financial Shock And Be Prepared Next Time
- WHAT IS A FIDUCIARY ADVISOR
- WHY KEEPING IT REAL IS POWERFUL DEI ADVICE FOR WEALTH MANAGEMENT
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- CFP Board Announces Two Key Leadership Promotions for Government Relations and Public Policy
- CFP Board Center for Financial Planning Hosts 2023 Academic Research Colloquium
- CFP Board Diversity Summit In 2023 Strikes Notes of Defiance Hope
- CFP Board Imposes Public Sanctions on Five Individuals
- CFP Board Publishes Guidance for CFP Professionals Subject to NAIC Model Regulation 275
- CFP Board Releases Report on Inclusion Strategies for Colleges and Universities With CFP Board
- CFP Board Sanctions Five Over Allegations of Forgery Undisclosed OBAs
- CFP Board Survey LGBTQ Investors Report Feeling Financially Secure
- CFP Board Takes Step to Enhance Accountability and Transparency of Public Sanctions
- CFP Boards Public Sanctions to Include Greater Detail
- CFPs Are Fiduciaries Even When They Sell Annuities CFP Board Says
- DOL to Hold Online Hearing on Proposed Investment Advisor Rule
- FINANCIAL ADVISER DESIGNATIONS ARE NOT ALL THE SAME
- HOLIDAY OFFICE CLOSURE NOVEMBER 24 25
- HOW A MULTIFAMILY OFFICE IS CREATING A DIVERSE TALENT PIPELINE
- Read The November 2023 CFP Board Report Newsletter
- Retaining Diverse Talent Is Tough 3 Tips on How to Succeed
- Talking About Money Can Be an Emotional Minefield
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- 10 Long Term Investing Strategies Advisors Love
- 10 Long-term Investing Strategies Advisors Love
- A Shock For Many Retirees Social Security Benefits Can Be Taxed
- Age Diversity Is Also Important Says First Black CFP
- CFP Board Announces November 2023 CFP Certification Exam Results
- CFP Board Center for Financial Planning Announces Award Winners for 2023 Academic Research
- Dan Moisand Testimony
- Fidelity Investments Becomes Newest Founding Sponsor for CFP Board Center for Financial Planning
- Holiday Office Closure December 25 - January 1
- Kamila Elliott Testimony
- Read the December 2023 CFP Board Report Newsletter
- THE RISE OF WOMEN IN FINANCIAL PLANNING HOW ITS GOING
- Updated Terms and Conditions of Certification and Trademark License Effective March 4 2024
- Whats Next With the DOL Rule Proposal Heres What to Expect
- WHY THESE AAPI ADVISORS ARE WORKING TOWARD BETTER VISIBILITY
- YOUR OLD 401K OUT OF SIGHT OUT OF MIND OUT OF MONEY
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Toggle Content 2024
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- 2023 Survey of CFP Professionals Shows Continued Satisfaction With Their Career Choice
- 62 OF ADULTS AGE 50 AND OLDER HAVE NOT USED PROFESSIONAL HELP FOR RETIREMENT
- Can A CFPs Advice Improve A Marriage
- CFP BOARD 2022 CHAIR KAMILA ELLIOTT CFP TESTIFIES AT HOUSE SUBCOMMITTEE
- CFP Board Announces Client Impact Research Initiative in Support of 2022-2026 Strategic Priorities
- CFP Board Approaches 100000 CFP Professionals With Most Ever Exam Takers in a Single Year
- CFP Board Launches Video Series and Handbook to Explain Enforcement and Adjudication Process
- CFP Board Publishes Technology Guide for CFP Professionals
- CFP BOARD RELEASES NEW CFP EXAM RESOURCE ON THE SECURE 2 0 ACT OF 2022
- CFP Board Releases SECURE 20 Exam Resource Reports AllTime High in CFP Professionals
- CFP Board Submits Comment Letter to DOL on Proposed Retirement Security Rule
- LABOR DEPT ASKED PUBLIC TO WEIGH IN ON NEW RETIREMENT
- Matt Boersen CFP Begins Board Chair Role on CFP Boards Board of Directors
- Moisand Helps Amplify CFP Boards Voice In Fight For Fiduciary Advice
- Office Closed January 15
- Read the January 2024 CFP Board Newsletter
- WHAT JOBS CAN YOU GET AFTER EARNING A CFP
- What You Need to Know About Financial Advice as Policymakers Debate Changes to The Rules
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- 6 New Findings On How And How Much CFPs Are Paid
- BIG FIRMS BOOST THEIR CFP NUMBERS
- BLUE COLLAR TO BOARD CHAIR
- CERTIFIED FINANCIAL PLANNER POPULATION GROWS US ADVISORS EXPAND
- CFP Board Advocates on Capitol Hill for DOLs Proposed Retirement Security Rule
- CFP Board Appoints Seasoned National Not-for-Profit Leader Lisa Davis as Chief Program Officer
- CFP Board Celebrates Black History Month
- CFP BOARD LAUDS PROGRESS AMOUNG BLACK FINANCIAL PLANNING PROFESSIONALS
- CFP BOARD PUBLISHED TECHNOLOGY GUIDE
- CFP BOARD SAYS ITS PLANNERS ARE LANDING JOBS AT TOP FIRMS
- CFP Board Welcomes Eight CFP Professionals to Ambassador Program
- CFP CERTIFICATIONS GROWING FASTEST IN CHINA THAILAND STUDY
- Financial Planning Careers Are Open For Business
- How AI Is Reshaping the Landscape of Financial Planning
- How Lecount Davis Historys First Black CFP Is Still Giving Back
- IM 60 AND PLAN TO RETIRE IN 2026
- Im 67 and Want to Retire In 3 Years I Have Multiple IRAs and Desperately Need a Financial Adviser
- Is a Masters in Financial Planning the Right Fit
- Major Financial Firms Drive Growth of CFP Professionals
- My Husband Betrayed Me After Pursuing a Green Card
- Office Closed February 19
- Read the February 2024 CFP Board Newsletter
- Survey Finds CFP Professionals Earn More and Enjoy High Career Satisfaction
- View Now Recording of Webinar Introduction to CFP Boards Client Impact Study
- We Retired in 2022 and Gave 500000 to a Broker Getting 15 The Stock Market Has Gone Up
- Where Are All the Young Advisors How One Firm Is Finding the Next Generation Barrons
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- 12 states with the fastest growing CFP numbers
- 14 Stakeholders to Discuss Retirement Rule with OMB
- Advisors Say Fulfilling ESG FaithBased Investing Goals Remains a Challenge
- Americans Believe All Advisors Are Working In Their Best Interest
- Americans Want Best-Interest Standard for Rollover Advice Report
- Being a Fiduciary Is the True Professionalization of Financial Advice
- Breaking Barriers In Male dominated Industries 13 Success Stories From Women Entrepreneurs
- CFP Board Adopts Revised Sanction Guidelines Fitness Standards and Procedural Rules
- CFP Board completes rules overhaul with revised enforcement guidelines
- CFP Board Launches New Scholarship for Female Advisors
- CFP Board Launches Wealth Is Womens Work Scholarship Program
- CFP Board Publishes Book on the First 50 Years of CFP Certification
- CFP Board Survey Americans Want Retirement Investment Advice to Be in Their Best Interest
- CFP Board Survey Investors Are Optimistic Despite Looming Election Anxiety
- CFP Board to Publish Disciplinary Records of Some New CFPs
- CFP Board Tweaks Standards Sanctions Guidelines
- CFP Board Unveils New Scholarship for Women Seeking CFP Certification
- CFP Board Unveils Scholarship For Aspiring Women Planners
- CFPs Questionable Questions
- Debunking Advisor Myths
- Do Advisers Have A Fiduciary Responsibility To Offer Bitcoin
- DOL Fiduciary Rule in Final Stretch as AARP Insured Retirement Institute Set White House Meetings
- DOL Fiduciary Rule Is Long Overdue CFP Boards Top Lawyer Says
- DOL Retirement Advice Proposal Advances Poll Suggests Support
- Embracing The Evolution of Female Breadwinners Implications for Financial Advisors
- Financial Planners Are Telling Clients to Make This Investing Move Before Interest Rates Drop
- How a New Rule Could Change the Way Advisers Handle Your Retirement Money
- How To Plan For Social Security Cuts
- Im A Finance Expert 5 Tips To Handle The Financial Fallout Of A Gray Divorce
- Investors bullish despite election uncertainty CFP Board
- Investors Foresee Financial Impacts After 2024 Election
- ITS GOTTA BE A CFP Public Awareness Campaign is back with new TV ad
- Most Americans Seek Best Interest in Retirement Advice
- Read the March 2024 CFP Board Newsletter
- Soaring Medical Debt Burdens Seniors
- The Doctor Will See You Now Why This New RIA Has a Clinical Psychologist on Staff
- These States Added the Most CFP Professionals in 2024
- View Now Special Preview of 2024 Public Awareness Campaign
- View Now The March 2024 Certificant Connection
- Weekend Reading For Financial Planners
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- 401 Adviser Rule at Risk Looming Legal Threats Explained
- 9 Traps to Avoid With Planning Tools CFP Board
- A New DOL Rule May Change How Advisors Handle Your Retirement Money
- All You Need to Know About DOLs Retirement Regulation
- Americans Deserve Straight Retirement Advice They Work Too Hard for Their Money
- Best Online Financial Advisors in May 2024 Ultimate Guide
- Beyond The Alphabet Soup What Advisors Need to Know About Medicare
- Brokerage Annuities Industries Make Last Ditch Effort to Delay DOL Fiduciary Rule
- CFP Board Announces March 2024 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Edward Mercer of Coral Springs Florida
- CFP Board Imposes Interim Suspension on Lee Giobbie of Mount Holly New Jersey
- CFP Board Imposes Interim Suspension on Timothy W Leveroni of Braintree Massachusetts
- CFP Board Imposes Public Sanctions on Nine Additional Individuals
- CFP Board Imposes Public Sanctions on Nine Individuals
- CFP Board Seeks Candidates for 2025 Board of Directors
- CFP Board Sees Record Participation at March Exam
- CFP Board Statement on Final DOL Retirement Security Rule
- Closing Loopholes or Blocking Access Reactions to the Final DOL Rule
- CPA Planners Urge More Tax Pros to Adopt Wealth Management
- Creating Industry Onramps as 100K Advisors Head Toward the Exit
- Creating Realistic Retirement Budgets Tricks Smart Advisors Use
- Department of Labor Releases Final Fiduciary Rule
- DOL Approves Final Fiduciary Rule
- DOL Critics Supporters Sound Off on Final Fiduciary Rule
- DOL Issues Final Retirement Advice Rule Setting Up Potential Court Fight
- DOL Issues Final Retirement Security Rule
- DOL Releases Final Fiduciary Rule
- DOL Set to Release Fiduciary Rule at White House
- Dont Be Fooled Avoid New Social Media Scams Targeting Your Wallet
- Edward Jones Is Changing Company Chief Penny Pennington Explains How
- Fiduciaries Should Have Little Difficulty Complying With DOL Rule CFP Board Counsel Says
- Fiduciary Rule Nears Final Step as White House Office Wraps Review
- Fiduciary Rule Reaction For and Against
- Fiduciary Rule Spares Salespeople But Lawyers Urge Caution
- Financial Advisor vs Financial Planner
- Fraught But Necessary The Money Conversation When One Half of a Couple Retires
- Here Are 7 Financial Commandments You Can Actually Break
- Home With a Mortgage Rate My Former House Had a Rate Am I Crazy
- How Much Does a Financial Advisor Cost
- How One Nonprofit Is Turning to AI To Help Boost Womens Financial Literacy
- How to Escape From a Money Rut
- I Have 30000 In the Stock Market
- I Should Be Way Ahead of This Im 69 And Have Been Faithfully Putting 500 A Month into a Roth IRA
- Im 62 and Could Get 1875 A Month in Social Security
- Investors Wary of Elections Impact on Portfolios CFP Poll
- Kitces Carl Ep 135 Do Experienced Financial Planners Have a Professional
- Motivating Women Advisors to Stay
- Pass Rate and Turnout Grow for CFP Exam
- People Hate Budgeting Heres Why And How to Reframe It
- Read the April 2024 CFP Board Newsletter
- Relationship Finance App Tandem Debuts New Goals Feature
- Should 80YearOld LGBTQ Clients Wed
- Single Womens Unique Planning Needs
- Speed of DOL Fiduciary Rule Rollout Branded Unamerican
- Summer Program for Future Planners Is Back
- The AI Gap Clients and Advisors Feel Very Differently About Artificial Intelligence
- The Number of Female Certified Financial Planners Grew By
- There Are New Rules for Managing Retirement Savings Why Investors Should Care
- View Now Webinar on Guide to CFP Boards Technology Standard
- Virtual course for financial planners enters its fifth year
- Weekend Reading for Financial Planners April 20 21
- What Is a Fiduciary
- Whats in an Acronym Advisors Name Their Favorite Designations
- Whats in the Final Retirement Security Rule
- Women Share Their Challenges in the Financial Services Industry
- You Cant Legislate Good Behavior What Advisors Really Think About the DOL Rule
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- 14 WAYS TO ESTABLISH CREDIBILITY IN YOUR LOCAL MARKET
- 401k Real Talk Transcript for May 1 2024
- 5 Language Mistakes Advisors Should Avoid
- 7 Surprising Money Rules Most People Dont Know But Should
- Advertisings Breath of Fresh Air Humor Creativity
- Advisors say move gingerly with suddenly wealthy clients
- Advisors Say Move Quickly to Lock in Yields Before Rate Cuts
- ADVOCATE FOR WOMEN ADVISORS SAYS GENDER DIVERSITY IS IMPROVING
- AVOID RETIREMENT REGRETS
- CFP Board Announces Second Generation CFP Professional Simone Lee as 100000th CFP Certificant
- CFP Board Crosses Key Threshold 100000 Certified Financial Planners
- CFP Board Imposes Interim Suspension on John A Dougherty of Blue Bell Pennsylvania
- CFP Board Imposes Public Sanctions on Six Individuals
- CFP Board Statement on Empowering States to Protect Seniors Against Bad Actors Act
- CFP Certificants In US Cross 100000 Mark
- Do I need a financial advisor
- Do You Need a Financial Therapist
- EVERYONE WANTS MONEY BUT WHATS IT MEAN TO BE WEALTHY
- Financial Advisors Can Make Six Figures a Year Heres How to Become One
- Financial Experts 5 Women in Finance Were Paying Attention to in 2024
- How to Find a Financial Advisor Near You
- INVESTMENTNEWS AWARDS 2024 EXCELLENCE AWARDEES
- Millennials Want Advice Now but Industry Unprepared
- NAPFA Endorses DOLs Fiduciary Rule
- Preventing the Second Home Dream from Becoming a Nightmare
- Read the May 2024 CFP Board Newsletter
- Recent College Graduates See Finance as Top Career Prospect
- Summer CFP Training Program Registration Closes Wednesday
- The Externship Adds Bonus Experience Hours From CFP Board
- Trade Group Suit First to Target DOLs Retirement Advice Rule
- View Now Recording of Webinar Update on CFP Boards Client Impact Study
- Weekend Reading For Financial Planners
- WHY FINANCE CONS TARGET OLDER ADULTS AND HOW TO PROTECT YOURSELF
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- 63 and on a limited budget
- A RAINBOW LOGO ISNT ENOUGH HOW TO FIND FINANCIAL INSTITUTIONS THAT ACTUALLY CARE
- Best Online Financial Advisors 2024 Find the Right Fit for Your Needs
- BUNTIN ADDS THE DRUM AWARDS SILVER TO AWARDS HAUL
- CFP Board Appoints William Mann JD as Managing Director of Adjudication
- CFP Board Files Amicus Brief in Support of Department of Labors Fiduciary Rule
- CFP Board Files Amicus in Support of Retirement Security Rule
- CFP Board Files Brief in Support of DOLs Fiduciary Rule
- CFP Board Filing Supports DOLs Fiduciary Rule
- CFP Board Imposes Interim Suspension on Bryan S Kocen of Rancho Mirage California
- CFP Board Joins Fight to Protect New Rule Applying Fiduciary Standard to 401k Rollovers
- CFP Board Launches Pro Bono Challenge
- CFP Board Launches Pro Bono Financial Planning Challenge
- CFP Board Promotes Adam Zajac JD LLM to Managing Director of Investigations
- CFP Board Research Reveals Millennials Top Life Goal Financial Independence
- DAUGHTER RECEIVES 20k FROM PARENTS TO PAY FOR HER WEDDING
- Edward Jones Exec
- Fiduciary Rule Crucial to Retirement Security CFP Board
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