Daniel Moisand begins serving as board chair of CFP

Daniel Moisand begins serving as board chair of CFP
Moisand will guide the organization as it launches its first-ever comprehensive review of CFP Board's competency standards
JAN 10, 2023

Certified Financial Planner Board of Standards Inc. announced that Daniel Moisand has begun his role as chair of its board of directors.

In 2021, Moisand was elected by the board to serve as the 2022 board chair elect. On Jan. 1, he began serving in his new role as board chair.

Moisand will guide the organization as it launches its first-ever comprehensive review of CFP Board's competency standards with the formation in 2023 of the Competency Standards Commission, the CFP Board said in a press release Tuesday.

During his term as chair, he will also preside over the beginning of a new initiative that will focus on increasing the number of college-bound students choosing financial planning as a degree major and career path.

From 1999 to 2001, Moisand served on CFP Board's Board of Practice Standards. In 2008,  he served as chair of CFP Board's Disciplinary and Ethics Commission. And, in 2020, he was elected to his first term to serve on the board of directors.

Latest News

Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA
Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA

Matt Gellene shares the bank’s latest research on how young adults are managing their finances.

For most advisors, AI turns from threat to competitive necessity
For most advisors, AI turns from threat to competitive necessity

Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.

Participation without panic: How outcome-driven ETF portfolios keep skittish clients invested
Participation without panic: How outcome-driven ETF portfolios keep skittish clients invested

Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.

Can AI double advisor productivity?
Can AI double advisor productivity?

Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity

Advisor moves: Nebraska RIA crosses $1 billion after absorbing ex-RBC team
Advisor moves: Nebraska RIA crosses $1 billion after absorbing ex-RBC team

Meanwhile, Raymond James snags Edward Jones advisor in Arizona.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline