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In their own words: An opportunity to educate and to nurture a family

February 19, 2001

PATRICIA P. HOULIHAN age: 53 organization: Certified Financial Planner Board of Standards Title: Chairman I had a daughter, Keri, who died in 1983. She was 2. When that happened, I was really beside myself. It was a turning point in my life....

Closing qoute

January 8, 2001

"Perhaps we need to do some additional wordsmithing to clarify what the requirements would be." Elaine Bedel, chairman-elect of the CFP Board, on a controversial proposal pushing disclosure of dollar amounts of commissions earned and other details....

Commissioned planners demand new changes

January 8, 2001

Commissioned financial planners are fighting back. Stung by a proposal that would require them to provide more disclosure, some are retaliating by calling for more disclosure by fee-based planners. The retaliation exemplifies a deepening rift...

Goss: Advice website for the masses

October 23, 2000

Robert Goss, former president of the Certified Financial Planner Board of Standards, has landed at a dot-com by way of happenstance and design. Mr. Goss says that he has accepted a job as a vice president at AdviceAmerica.com, a Fremont, Calif.,...

CFPs to board: Defending our designation comes first

October 9, 2000

Among certified financial planners, one view is virtually unanimous: Whoever is picked to head their group had better protect the CFP mark come hell or high water. The CFP Board of Standards in Denver hopes to hire a search firm this week to...

Planner? Or certified planner?

October 2, 2000

Want the No. 1 job in America? Just hang out a shingle and call yourself a financial planner. Anyone can do it, and that troubles the people who certify planners after they pass a rigorous 10-hour exam. To make sure the general public knows...

A novel way to lower liability for pension advice: Hire advisers

November 15, 1999

Some experts in pension law advise that employers may actually reduce liability by hiring financial advisers to -- what else? -- give financial advice. Most employers who sponsor pension programs shy away from giving employees specific advice...

CFP BOARD IN A STEW AS IT TRIES TO BEEF UP: ACCREDITING FIRMS IS LATEST IDEA TO DRAW PLANNERS' IRE

June 21, 1999

Heavyweight financial companies are lining up for a smile of approval from the Certified Financial Planner Board of Standards, but some CFPs fear the board is grinning too much as it tries to pick up membership. Not only would the board allow...

ANOTHER PUSH TO OVERSEE BROKERS-TURNED-ADVISERS: WHAT, EXACTLY, ARE NASD FOLKS UP TO?

June 7, 1999

Like swallows returning to Capistrano, the National Association of Securities Dealers is returning to its well-worn theme that stockbrokers are dropping their registration in favor of becoming less-regulated financial advisers. And, as usual,...

AS 2 PLANNER GROUPS MAKE 1, THEIR CFP MARK MAY MULTIPLY: MERGER VOTE PASSES EASILY; ENTRY-LEVEL CREDENTIAL EYED

May 31, 1999

The goal of unifying the country's two major financial planning associations finally was reached last week when members of the Institute of Certified Financial Planners overwhelmingly ratified their group's proposed merger with the International...

NYC TO CFP: DROP DEAD; CASE WORKERS ARE FINANCIAL PLANNERS TOO - BOARD CAVES IN TO CITY, MULLS HELPING TRAIN BUREAUCRATS

May 24, 1999

If you can't beat 'em, join 'em. That's apparently the new strategy of the Certified Financial Planner Board of Standards in its continuing battle with New York over a decision by the city's welfare department to call some case workers "financial...

CFP BOARD SEEKS PANEL VOLUNTEER

May 17, 1999

The Certified Financial Planner Board of Standards is seeking volunteers to serve on its governing and subsidiary boards overseeing such areas as certification, practice standards and professional review. Terms begin in January. Individuals...

CFP BOARD LISTS PUNISHED PLANNERS: FIVE STRIPPED OF RIGHT TO USE DESIGNATION, TWO OTHERS SUSPENDED

March 15, 1999

The Certified Financial Planner Board of Standards has revoked permanently the right of the following financial planning practitioners to use the CFP marks or call themselves certified financial planner licensees as a result of what it terms...

CFP BOARD, IN A FIRST, TAKES PLANNER TO COURT-AND WINS

March 1, 1999

For the first time in its decade-plus of existence, the independent regulator for the financial planning industry took an individual to court for using its registered trademarks -- "CFP" and "Certified Financial Planner" -- without the organization's...

TIPS, TRENDS, OBSERVATIONS

September 14, 1998

TAKING IT FOR ALL IT'S WORTH The CFP Board doesn't miss an opportunity to promote its licensees. This time the plug is courtesy of the September issue of Worth magazine, which ranks the top 300 financial advisers in the country. The Denver-based...

UNIFORMITY'S BEST POLICY: SO SAY PLANNER GROUPS, URGING ONE SET OF RULES FOR INSURANCE ADVICE

August 17, 1998

As if financial planners don't have enough regulatory headaches, they also have to struggle with regulations in many states that could prohibit them from advising their clients about insurance. The two biggest planner organizations are pushing...

STRAIGHT DOPE ON COLLEGE FOR FINANCIAL PLANNING

July 13, 1998

In hopes of clearing the muddy waters made by reader Louis F. Gorr (Letters, June 22), the College for Financial Planning would like to clarify its role and relationship in regard to the certified financial planner designation, as well as its...

A REVOLT, OF SORTS, AMONG PLANNERS: LARGEST CHAPTERS' GRIPES GAIN EAR OF TOP CFP BODY

June 22, 1998

Don't call them the seven dwarfs anymore. The seven largest regional organizations of the Institute of Certified Financial Planners -- representing one quarter of the group's 12,000 members -- are demanding a greater say in the parent's business....

CFP'S PLEA: ALL A-BOARD!

May 18, 1998

The Certified Financial Planner Board of Standards is conducting a talent search to fill four seats on its board of governors, which establishes policy and oversees all CFP Board activities. Members of the Board of Governors serve four-year...

BOARD OF PROFESSIONAL REVIEW SEEKS CFPS WITH EXPERIENCE

March 30, 1998

Wanted: 20 qualified volunteers to assist the CFP Board of Professional Review at both the inquiry and hearing panel stages of its disciplinary review process. Those selected will review and render judgment on disciplinary cases that come before...

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