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CFP Board’s new strategic plan sets 5 priorities
The five-year framework contains most of the current strategy, but also incorporates new elements.
Pass rate for July CFP exam steady at 62%
The next exam, set for Nov. 2-9, will be offered both online and onsite.
Daniel Moisand elected 2022 CFP Board chair-elect
The Florida adviser is on deck to become the group’s chair in 2023.
CFP Board proposes tougher penalties for hiding misconduct
The proposals would impose public censure for CFPs who fail to self-report ethical problems. The guidelines are the first recommendations to come from the Commission on Sanctions and Fitness, which was established earlier this year.
CFB Board says July CFP exam can be taken remotely
Candidates will have the choice of taking the test in person or via remote proctoring in November as well.
What the pandemic taught us about helping clients navigate shocks
A recent academic paper argues that large shocks like the pandemic undermine feelings of financial security. This raises the question of what financial planners can learn from the pandemic to help their clients better prepare for the next shock.
Financial Gym takes on ‘old-school’ financial planning
Merrill Lynch alum creates a new service model to provide financial advice to the masses.
CFP’s spring advertising campaign focuses on retirement planning
The CFP Board has spent $10 million each year on the campaign since its launch in 2011. The campaign is funded by an additional $12 per month that is added to the annual CFP certification fee.
New option for Social Security training
The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
CFP Board schedules exam for March
The CFP exam will again include a remote proctoring option for eligible candidates.
CFP Board forms commission to strengthen sanction guidelines
The Certified Financial Planner Board established a 15-member commission to review and recommend changes to its sanction guidelines for current mark holders as well as its fitness standards for candidates for certification.
Douglas King starts term as chair of CFP Board
The head of Oakwood Capital Advisors says ethics is high on the agenda for the coming year.
Number of female, Black and Hispanic CFPs increases
Financial professionals holding the certified financial planner designation hit an all-time high in 2020. The number of women with CFPs increased by 3.1%, to 20,633, and the number of Black and Hispanic CFPs rose to a total of 3,688, a 12.6% increase over 2019. Blacks and Hispanics still represent just a fraction of CFPs.
CFP Board launches redesigned consumer website
Let’s Make a Plan provides help on how to choose and pay for a financial planner
Americans experiencing high levels of financial stress, CFP Board finds
Health care is the top financial concern, survey reveals; 32% worry about unemployment
Thomas Sporkin tapped by CFP Board to head enforcement
The former SEC executive will beef up the organization's detection, investigation and prosecution
CFP Board study provides map for increasing diversity in advice sector
Case studies of financial firms including Charles Schwab, Fidelity and Merrill Lynch show the importance of making diversity efforts intentional and strategic
Finance leaders ask CFP Board to recommend pro bono work
The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service
CFP hopefuls slow to embrace remote exams
Only 6% of 2,153 candidates who sat for the test in September exercised the option to take it from home
November CFP exam will include online option
The CFP Board is offering the remote proctoring option again in response to the ongoing pandemic
