Results for "designations"

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New adviser credential hones accumulation skills

December 12, 2017

There is no question that the wealth management industry is changing. The question for financial advisers is how do they differentiate themselves in a post-fiduciary environment with robo-advisers nipping at their heels? Perhaps it's time to...

New master's degree to teach advisers financial life planning skills

July 26, 2017

Golden Gate University is introducing a new master's program focused on financial life planning and it requires students to have attained more than just a bachelor's degree to begin. They also must have passed the Certified Financial Planner...

IMCA and Yale team up to offer the group's trademark accreditation

September 30, 2016

The Investment Management Consultants Association, IMCA, has joined forces with the Yale School of Management to deliver the association's trademark accreditation. The partnership with Yale University will enable IMCA members to study online...

NAPFA expects workable fee-only definition from CFP Board in next couple weeks

October 11, 2013

Debate over the definition of a "fee-only" adviser is likely to be resolved in the next couple of weeks, as fee-only professionals push for the Certified Financial Planner Board of Standards Inc. to establish a workable definition, according...

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...

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...

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...

I survived the CFP exam and oh, what a relief it is

November 18, 2013

Do you remember the old Speedy Alka-Seltzer TV commercials from the 1950s and 1960s? The tap-dancing wooden puppet's motto was “Oh, what a relief it is!” That is exactly how I feel after completing the two-day, 10-hour certified financial...

Regulators: Don't get lost in the soup

September 15, 2013

Confusion over the alphabet soup of designations faced by investors has led the North American Securities Administrators Association and the Securities and Exchange Commission to issue a note about the plethora of titles used by financial advisers....

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....

CFP Board to undergo review of standards

December 16, 2015

The Certified Financial Planner Board of Standards, Inc. is conducting a review of its standards of professional conduct, and has formed a commission to perform the evaluation and recommend any changes it deems necessary, the organization announced...

CFP Board swings for fences with World Series ads

November 3, 2016

The Chicago Cubs and Cleveland Indians were not the only ones swinging for the fences in Game 7 of the World Series Wednesday night — so was the Certified Financial Planner Board of Standards Inc. The Fox telecast, the highest-rated baseball...

FPA, CFP Board deny urge to merge

October 31, 2014

Officials of the Financial Planning Association said that they do stand up to the organization that grants the certified financial planner designation and dismissed the idea of a merger, in response to criticism from a vocal investment adviser....

Why more graduates aren't sitting for the CFP mark

August 8, 2014

The CFP Board of Standards Inc. is digging around to try and figure out why many financial planning program graduates don't go on to attain the certified financial planner mark. Early results are telling. A recent study showed that 69%, or 351...

CFP Board tightens grip on who can use 'candidate' designation

August 8, 2014

The organization that grants the certified financial planner credential is restricting the way people trying to obtain the mark can describe themselves. V. Raymond Ferrara, chairman of the Certified Financial Planner Board of Standards Inc.,...

Rogers leaves CFA Institute under cloud of alleged affair

June 11, 2014

The head of the CFA Institute abruptly stepped down last week amid allegations that he was conducting an affair with a colleague. John D. Rogers was president and chief executive until June 3, when he abruptly departed after the CFA board had...

Where are the female CFP professionals?

March 27, 2014

It's been called the “feminine famine.” Only 23% of CFP professionals are women, and that number has not changed in more than a decade. For nearly a year, the Certified Financial Planner Board of Standards Inc. has been on a mission to discover...

CFP Board will switch to electronic exams later this year

January 9, 2014

The examination to qualify as a certified financial planner will be administered electronically for the first time later this year, the organization that grants the mark said Thursday. The Certified Financial Planner Board of Standards Inc....

NAPFA, FPA waiting on CFP Board to have fee-only talk

December 11, 2013

Four months after a controversy blew up over how to categorize investment advisers, based on how they are paid, formal talks among the groups at the heart of the debate haven't yet begun. Over the summer, differences between the Certified Financial...

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