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CFP Board opens rule changes to public comment
A new rule to change the duties of its Disciplinary and Ethics Commission is among several revisions to The Certified Financial Planner Board of Standards Inc.'s disciplinary rules and procedures.
Clients of CFPs staying the course
Most certified financial planners say their clients are staying the course, but a significant number say clients are shifting strategies and reviewing their financial goals in the midst of this financial crisis, according to a study released today.
CFP Board forms public policy council
The Certified Financial Planner Board of Standards Inc. has established a public policy council to support the industry association's advocacy efforts.
CFP Board announces chairman-elect
The Board of Directors of Certified Financial Planner Board of Standards Inc. has elected Robert Glovsky as chairman-elect.
CFP Board yanks certification from adviser
Roger C. Faubel fell afoul of the Board of Standards because of two complaints brought by customers.
CFP Board gives stay on new standards
The CFP Board’s directors decided this week to give CFP holders a six-month grace period.
Standards board names five appointees
The Certified Financial Planning Board of Standards Inc. of Washington has appointed five new members to its disciplinary and ethics committee.
CFP members resign in protest
Five of nine members of the Discipline and Ethics Commission resigned Saturday after they were informed that CEO Kevin Keller could select members of the commission and its chairperson, according to Financial Advisor Magazine.
CFP Board appoints exam czar
Certified Financial Planner Board of Standards named Julie T. Heil as director of examinations.
CFP aligns with FPSB
The Certified Financial Planner Board of Standards Inc. has entered into a membership agreement with Financial Planning Standards Board.
CFP Board names director of examinations
Carol Lee Roberts will be responsible for directing the examination and education components of CFP certification.
