Results for "designations"

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Bounded rationality: The realistic choice

November 5, 2018

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices. But, how can we reconcile the belief that humans make rational choices when there are countless...

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...

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....

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...

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...

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...

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...

Missouri lawmaker says don't worry, law won't curb use of CFP designation

June 27, 2018

A Missouri state lawmaker is trying to reassure certified financial planners that a bill recently signed into law won't curb use of the CFP credential. Rep. Derek Grier, a Republican member of the Missouri House of Representatives, was the author...

CFP Board holds fire on apparent fee-only violation

July 29, 2014

The Certified Financial Planner Board of Standards Inc. is holding off on sanctioning a planner for identifying himself as a fee-only adviser even though he appears to violate the organization's compensation description rules. Rick Kahler, president...

Redesigned ChFC mark aims to top CFP education

July 14, 2014

The American College of Financial Services is revamping the chartered financial consultant designation to focus on applying strategies to client situations and including new coursework on topical issues such as divorce, retirement income planning...

FPA's MetLife sponsorship raises eyebrows about its relationship with the fiduciary foe

April 24, 2014

The Financial Planning Association's acceptance of a sponsorship from MetLife Inc., a leader of the insurance industry, which historically has butted heads with the financial planning community over the issue of a uniform fiduciary standard,...

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 doubles down on 'fee-only' definition

October 16, 2013

In the debate over how to describe the ways that investment advisers are paid, the Certified Financial Planner Board of Standards Inc. is standing by its definition of fee-only — while other groups hope for some wiggle room. In an Oct. 15...

American College in effort to add more advice to product sales

September 25, 2013

A new certificate offered by The American College for Financial Services aims to make financial advisers think more about their clients’ overall needs than just moving investment products. On Wednesday, the organization launched the financial...

American College launches web-based program for CFA candidates

September 16, 2013

The American College of Financial Services today launched, a mobile preparatory program for the chartered financial analyst exam. The new program for CFA candidates offers web-based packages that are both self-guided and instructor-led....

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...

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