Displaying 18 results
CFP Board sees record participation at March exam
The community of certified financial planners is closing in on a milestone.
Virtual course for financial planners enters its fifth year
With 700 people already on the wait list, the online program to train aspiring college students and new advisors is now open for registration.
Investors bullish despite election uncertainty: CFP Board
A CFP Board survey found six out of seven advisors say their clients are optimistic.
CFP Board overhauls its sanctions and certification rules
The professional body for financial planners says it's making changes to maintain fairness while serving the public’s best interest.
CFP Board unveils scholarship for aspiring women planners
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
Moisand helps amplify CFP Board’s voice in fight for fiduciary advice
In one of his last actions as CFP Board chairman, Daniel Moisand testified at last month’s hearings on the Department of Labor’s latest advice proposal.
CFP exam pass rate highest in 8 years but which states saw the most takers?
Demonstrating experience on the job was the top reason cited for trying for certification.
CFP Board taps Elizabeth Miller as 2024 chair-elect
Miller will succeed the current chair-elect Matt Boersen next year and will subsequently ascend to chair of the Board in 2025.
Despite rising awareness of DEI issues, change is slow to occur
While underrepresented ethnicities make up about 15% of new CFPs each year, the new arrivals barely move each group’s overall presence in the profession.
New diversity report makes familiar recommendations
The report from the CFP Board outlines specific steps proven to establish and cultivate equity for employees at all levels with financial services organizations.
Kate Healy to step down as head of Center for Financial Planning, start new firm
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Midcareer women benefit from the rise of the returnship
A little effort delivers big results when firms build on-ramps for women who want to re-enter the workforce.
Schwab creates scholarship for underrepresented CFPs
Up to 16 awards, with up to $10,000 to be awarded per student, will be given each year, CFP Board says.
Schwab provides four-year grant to encourage planner diversity
The CFP Board Center for Financial Planning will use the money to support scholarships for CFP certification candidates.
CFP Board asks advisers how to offer guidance on revised standards
At a public forum in New York, advisers ask for help understanding how new fiduciary standard applies in practice.
CFPB in flux as dueling heads show up to lead
White House and the bureau itself both say the law is on their side over who gets to name new chief.
CFP Board suspends Tye Williams after Finra bar
The Certified Financial Planner Board of Standards has imposed an automatic interim suspension of Tye C. Williams’ CFP…
CFP Board launches program to attract more women planners
Financial Planning Re-entry Initiative will establish internships for returning professionals.
