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New CFP Board ads feature lesbian couple

February 11, 2019

Television ads launched Monday by the Certified Financial Planner Board of Standards Inc. feature a lesbian couple, a move intended to promote CFPs to the gay community. The ad titled "Jen and Maya" centers on a same-sex couple that owns a business...

Should CFP Board require technology training? Advisers seem to think so

February 6, 2019

Should technology training be a requirement for certified financial planners? Many advisers seem to think so. According to Joel Bruckenstein, producer of the Technology Tools for Today conference, and Bob Veres, owner of consulting firm Inside...

CFP Board reports rise in number of certified financial planners, to 83,106

January 15, 2019

The number of certified financial planners rose to an all-time high of 83,106 in 2018, and the universe of mark holders also became a little more diverse, according to the organization that grants the designation. In statistics released Tuesday,...

CFP Board proposes to lessen stigma for one-time infractions

November 27, 2018

The Certified Financial Planner Board of Standards Inc. isn't sparing the rod but does want to lessen its sting after a number of years. The organization that grants the CFP designation released a proposal Tuesday to reform its disciplinary...

Art wealth management course comes with CE credits from CFP Board

November 7, 2018

The Certified Financial Planner Board of Standards will provide three hours of continuing education credit that counts toward CFP certification for a new online art wealth management course. The program, created by New York-based Tang Art Advisory...

CFP Board encrypting digital certificates with blockchain technology

August 21, 2018

The Certified Financial Planner Board of Standards Inc. will roll out digital certificates later this year that use blockchain technology to verify financial advisers, according to a newsletter from the group. According to the note from Kevin...

CFP Board opposes state regulation of financial planning process

September 24, 2018

The Certified Financial Planner Board of Standards Inc. announced Monday that it opposes state regulation of planners. The organization is staking out its position to try to preempt potential bills from percolating in statehouses as most legislatures...

FPA splits with CFP Board over state regulation of financial planners

September 28, 2018

A trade group representing thousands of financial planners has split with the organization that grants the financial planning credential over whether the profession should be regulated at the state level. Earlier this week, the Certified Financial...

CFP Board fights restrictive state licensing requirements

May 9, 2018

The Certified Financial Planner Board of Standards Inc. is fighting efforts at the state level to impose professional licensing requirements that would curb the use of its designation. On Wednesday, the CFP Board achieved initial success when...

CFP Board asks advisers how to offer guidance on revised standards

September 27, 2018

With just over one year until the Certified Financial Planner Board of Standards' new code and standards goes into effect, the board is asking for adviser input on what resources would be most helpful to understand and adopt the new rules. Of...

CFP Board issues white paper on increasing diversity in financial planning

October 23, 2018

Diversity and inclusion within the professional ranks of the financial planning industry continues to lag behind the U.S. minority population. According to a white paper from the Certified Financial Planner Board of Standards' Center for Financial...

CFP Board to launch new round of ads to build public awareness of designation

August 28, 2018

The Certified Financial Planner Board of Standards Inc. will launch a new round of national advertising next week to raise public awareness of the credential. The $11.7 million campaign is designed to create demand for investment advice from...

It's time for transparency at the CFP Board

December 7, 2014

In making peace with Rick Kahler, the Certified Financial Planner Board of Standards Inc. may have quieted one outspoken critic but fired up other planners who were quick to accuse the board of playing favorites. In this case, the planners are...

CFP Board expands fiduciary duty for financial advisers

March 29, 2018

The Certified Financial Planner Board of Standards Inc. has unanimously approved an expanded fiduciary standard as part of a revamp of the designation's conduct requirements. Under the new rule, all CFPs — including brokers — must act in...

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 details sanctions

January 27, 2003

Eleven CFPs and an applicant were the targets of disciplinary actions in 2002 and late 2001 by the Certified Financial Planner Board of Standards Inc. Seven individuals permanently lost the right to use the CFP mark, two received one-year license...

The CFP Board is right on ethics

May 1, 2011

Reactions to the Certified Financial Planner Board of Standards Inc.'s new requirements for ethics continuing-education programs have been mixed. Although there has been nearly universal acknowledgement of the need for change to make ethics...

CFP Board takes on racial, ethnic diversity

May 10, 2018

The fact that the financial planning industry is made up mostly of white men is a problem that needs to be addressed, according to a report out today from the CFP Board Center for Financial Planning. The comprehensive study, which included interviews...

CFP Board CEO quits

July 21, 2003

Nearly two years after leaving the private sector to lead the Certified Financial Planner Board of Standards Inc., Louis Garday is returning to his roots. Mr. Garday, who some say was frustrated over the limitations placed on running a non-profit...

Eleanor Blayney to retire from CFP Board

November 28, 2017

Long-time women's advocate Eleanor Blayney will step down from her position as Special Advisor on Gender Diversity at the end of the year, the Certified Financial Planner Board announced Tuesday. Although Ms. Blayney plans to retire, she doesn't...

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