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Leitz elected NAPFA national chair

September 4, 2013

The new chairman of the National Association of Personal Financial Advisors wants to make the organization the home for the growing number of advisers who are migrating to the RIA sector. NAPFA announced today that Linda Leitz, co-owner and...

CFP Board's investigation director exits

September 1, 2013

Rex Staples, director of investigations for the Certified Financial Planner Board of Standards Inc., will be leaving his post Friday. The CFP board is searching for a replacement. Mr. Staples “is leaving to become more involved in complex...

Investors want advice to be comprehensive

August 25, 2013

A vast majority of Americans want their investment advisers to manage their wealth comprehensively and to possess credentials demonstrating competence, according to a new survey. The study, conducted on behalf of the Certified Financial Planner...

Investors want advisers with complete view of finances

August 20, 2013

A vast majority of Americans want their investment advisers to manage their wealth comprehensively and to possess designations demonstrating competence, according to a new survey. The study, conducted on behalf of the Certified Financial Planner...

Worrisome sign? Few planning majors take CFP exam

August 18, 2013

A new study shows that the majority of college graduates who major in financial planning aren't sitting for the exam that would qualify them as certified financial planners, a trend that worries the organization that grants the CFP designation....

Why aren't more students taking the CFP exam?

August 12, 2013

Many college students who complete financial planning coursework are not sitting for the exam that would qualify them as certified planners, a trend that worries the organization that grants the designation. In a survey of 506 students who earned...

CFP Board renews emphasis on comp disclosure

August 7, 2013

The Certified Financial Planner Board of Standards Inc. is putting a renewed emphasis on compensation disclosure in the wake of a disciplinary action this year involving its former chairman. Next week, the organization will send the roughly...

NAPFA to allow advisers to design continuing ed plan

July 29, 2013

The National Association of Personal Financial Advisors is giving its members more flexibility in how they keep themselves current in the advisory profession. The organization announced last week that advisers who have been NAPFA members for...

NAPFA cuts provisional membership tag

July 3, 2013

In an effort to streamline its membership structure, the National Association of Personal Financial Advisors has dropped its provisional-membership status and now has just two levels for practicing planners. Of the 36 existing provisional members...

CFP Board to scold former chairman over pay disclosure

June 10, 2013

The Certified Financial Planner Board of Standards Inc. is expected to issue a public admonition letter next Monday to Alan Goldfarb regarding allegations that Mr. Goldfarb, the former CFP Board chairman, failed to describe how he was compensated...

The Takeaway: Wirehouses second-guess the value of a CFP

June 3, 2013

Portfolio A break in the status quo as the S&P prints its first pair of consecutive down weeks since November 2012...now what?  (MarketMontage) Smart and Stupid Arguments for Active Management  (The Reformed Broker) Greg Zuckerman: It's time...

Possible CFP Board foray into continuing ed worries advisers

May 9, 2013

Red flags are flying over the possibility that the Certified Financial Planner Board of Standards Inc., which grants the CFP designation, will get into the continuing-education business for planners. The worries bubbled to the surfaced Thursday...

Mary Beth FrankIin: I finished my CFP program!

April 25, 2013

Call me a glutton for punishment. I wasn't satisfied with just writing about financial planners. I wanted to become one. In my 30-plus years as a financial journalist, I have always enjoyed digging into whitepapers and crunching numbers from...

Seniors baffled by raft of speciality adviser designations: CFPB

April 18, 2013

The Consumer Financial Protection Bureau said regulators should do more to stop older Americans from being confused by the scores of “senior designations” that financial advisers use. The government agency said increased enforcement of state...

NAPFA all-in on pushing CFP mark

December 9, 2012

The National Association of Personal Financial Advisors' decision last week to accept only CFPs as new members was aimed at Washington lawmakers and regulators just as much as consumers and providers of investment advice. The message to the...

NAPFA to accept CFP designation only

December 4, 2012

The National Association of Personal Financial Advisors on Tuesday announced it will only accept the Certified Financial Planner designation for those applying to be NAPFA-registered financial advisers. According to a statement, the NAPFA National...

NAPFA's CFP-only move puts CFP Board in hot seat

December 4, 2012

NAPFA is attempting to cut through the clutter of advice credentials by requiring new members to be certified financial planners. That, in turn, has put the spotlight on the granter of that designation, the Certified Financial Planner Board...

Financial advisers: To MBA or not to MBA?

November 6, 2012

You have an undergraduate degree in financial planning … now what? The following interview with Derek Klock, assistant professor of practice in the finance department of the Pamplin College of Business at Virginia Tech University, and Jon...

College CEO blasts FPA's incoming boss

August 26, 2012

The American College's chief executive has taken the Financial Planning Association's incoming chief executive, Lauren M. Schadle, to task about comments she made in advocating the certified financial planner designation. In an interview with...

Welcome to the job: American College CEO blasts new FPA boss

August 23, 2012

The American College's chief executive took the Financial Planning Association's incoming CEO, Lauren M. Schadle, to task about comments she made in advocating the certified financial planner designation. In an interview with InvestmentNews...

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