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CFP Board creates separate arm to promote planning careers, hiring of planners
The group is setting up a 501(c)(6) organization that will give it more latitude to talk to students about the benefits of becoming a CFP and to the public about the benefits of working with one.
Total number of CFPs hits new high
The CFP Board also reports all-time highs in the number of new women and racially diverse CFPs.
CFP bans use of credential by advisors accused of neglecting, misleading clients
One advisor allegedly recommended unsuitable investments to a client and then failed to monitor her portfolio or meet with her. Another claimed in an ad his retirement program could raise all the money needed for a nest egg in 3 to 5 years.
Daniel Moisand begins serving as board chair of CFP
Moisand will guide the organization as it launches its first-ever comprehensive review of CFP Board's competency standards
Grace, rather than censure, advances inclusion
Grace and goodwill are the way to build bridges that include all.
Diversity imperatives snapped into focus
Accountability for fulfilling vows of diversity and inclusion has been scarce, but a spate of new scholarship and outreach programs signaled progress.
CFP Board opposes FPA on title protection effort
CFP Chair Kamila Elliott said the current political environment would make it too difficult to obtain legal recognition of financial planning.
CFP Board to launch review of competency standards for credential
The panel will conduct the first comprehensive assessment of the education, examination, experience and continuing education requirements related to the CFP mark.
Pass rate was 64% on the November CFP exam
Just 4% of the 3,204 candidates took the test remotely. Registration for the March exam is open until Feb. 21.
CFP Board releases guidelines on cryptocurrency
The board urges advisers to approach the asset class, which has struggled in 2022, with caution.
CFP Board, Foundation for Financial Planning partner on pro bono
The two financial planning organizations will work together to make pro bono opportunities, training and resources available to all CFPs.
Apparent detour opened new career path
Gaining the CFP designation became the fulcrum for a midcareer pivot, but earning it wasn't easy.
CFP Board seeks time limit on reinstating suspended mark
The organization is continuing to update its enforcement procedures to align with the revised code of conduct that went into force in 2020.
CFP Board suspends Oklahoma planner
The action follows a Securities and Exchange Commission settlement with Gregory Womack and his Edmond-based firm.
CFP Board sanctions 13 planners
Five are censured, three suspended, three revoked and two barred by the Certified Financial Planner Board of Standards Inc.
Shared responsibility for winning diverse talent and clients will reap shared results
Cultural competency is within reach even as the profession persists with its long-term initiatives.
Colorado regulators mulling update to guidance on financial planning fees
Groups like XY Planning Network and the CFP Board view a document from the state's Division of Securities as undermining fee-for-service models.
Merrill Lynch boosts CFP Board diversity efforts with $1.25 million donation
The firm becomes a founding sponsor of the Center for Financial Planning, whose mission is to build a more inclusive talent pipeline.
FPA leader says exit from Financial Planning Coalition ‘not acrimonious’
CEO Patrick Mahoney hopes to work with the CFP Board and NAPFA in achieving legal protection for planning profession, even though it left the group over differences on the issue.
CFP Board revokes 7 designations in latest round of sanctions
The CFP Board announced public sanctions on 33 individuals Tuesday, including seven who have lost the right to use the CFP designation.
