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Wealthspire funds four scholarships to encourage CFP diversity
The New York-based RIA will provide four awards per year of up to $5,000 per student for individuals pursuing their CFP certification.
Scholarship targets people underrepresented in financial planning
The CFP Board Center for Financial Planning and Mission Wealth Management launched a program that will award $5,000 scholarships to students seeking the credential.
CFP Board imposes interim suspension on barred rep
Pending investigation, Massachusetts adviser Filippo Mastrocola can’t use CFP certification mark.
CFP Board cites 66% pass rate at July exam
Just 7% of the 2,596 people who took the CFP exam in July did so remotely.
CFP Board hits three advisers with suspension
One adviser faces charges of dealing in child pornography, according to the Certified Financial Planner Board of Standards Inc.
Matthew Boersen elected chair-elect of CFP Board
The Grand Rapids, Michigan, planner will serve a one-year term and become chair of the board in 2024.
CFP Board launches scholarship in honor of LeCount R. Davis
Recognizing first Black CFP, the $5,000 award aims to help more Black and African Americans earn the certification.
Kate Healy named to head CFP Board’s Center for Financial Planning
The former TD Ameritrade executive led the company’s Generation Next diversity program.
Latest strategies for attracting Black college students to advisory careers take long view
Firms are investing in HBCUs and beyond, then creating a spectrum of entry points to financial industry careers.
Trying to cheat on CFP exam, failing to pay taxes result in bars on using designation
The Certified Financial Planner Board of Standards Inc. issues 17 sanctions in its latest round of disciplinary actions.
New diversity tools arriving just in time to win the war for talent
Amid the healthy growth in jobs, more resources are becoming available to help employers recruit women and minorities.
CFPs take annual fee increase in stride
Many planners support the strategic intiatives, such as an awareness campaign and diversity effort, the higher fee will fund. Others caution the more expensive mark could cause some pain.
CFP Board issues ethical guides for planners
Each guide breaks down specific elements of the group’s Code and Standards and discusses how CFPs can fulfill their duties.
CFP Board suspends Merrill adviser fired last month
Meanwhile, the adviser, James Iannazzo, who was arrested after an incident at a Connecticut smoothie shop, was ordered to stay away from the shop, according to a news report.
CFP Board increased number of scholarships 67% in 2021
The board's Center for Financial Planning provided more than $300,000 in scholarships last year, up from the more than $200,000 it awarded in 2020.
Total number of CFPs, women certificants reach new heights
The CFP Board also touts last year's growth in Black and Hispanic mark holders, who still represent a small fraction of the CFP population.
Kamila Elliott becomes first Black chair of CFP Board
Elliott, president of Grid 202 Partners, an RIA in Washington, D.C., takes on the role as the organization has been promoting diversity in the financial advice profession.
CFP Board elects four directors
Louis Barajas, Terri Kallsen, Peter Rohr and Martin Seay are joining the 17-person board.
CFP’s Center for Financial Planning joins Financial Alliance for Racial Equality
FARE, a partnership between financial services firms and associations and historically Black colleges and universities, plans to fund a scholarship next year to help people of color earn the CFP designation.
CFP Board gets tougher on failure to report misconduct
The board also released a proposal to establish an appeals commission to hear appeals of rulings by the Disciplinary and Ethics Commission.
