CFP Board
Site Directory
Our site directory can help you find the information and pages you need. Use the (+) expand feature to explore related pages in each section.
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Toggle Content Why CFP Certification
CFP® certification is the standard of excellence in financial planning. Learn about the opportunities and benefits of getting certified.
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Toggle Content Get Certified
The CFP® certification process is known as the "4E's": Education, Exam, Experience & Ethics. Together, they prepare you to become a competent, ethical financial advisor.
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- Track your Progress
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- Checklist for Candidates
- 5 Habits of Successful Candidates
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- The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship
- Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning
- Aspiriant Impact Scholarship
- AssetMark Scholarship
- Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession
- California Lutheran University Financial Planning Scholarship
- Charles Schwab Financial Planning Scholarship
- College for Financial Planning a Kaplan Company Scholarship
- Dalton Education Scholarship
- Dan Moisand
- Edelman Financial Engines CFP Certification Scholarship
- Facet Wealth Scholarship for Increased Diversity in Financial Planning
- Fidelity
- Financial Alliance for Racial Equity CFP Certification Diversity Scholarship
- Mission Wealth Scholars
- November 2023 CFP Exam Diversity Scholarship
- Peggy Ruhlin Scholarship
- Richard B Wagner Memorial Scholarship Fund
- Scholar Stories
- Scholarship Awardees
- Scholarship FAQs
- The Corient Scholarship
- The Envestnet Scholarship
- The LeCount R Davis CFP Scholarship
- The Modera Wealth Management LLC CFP Certification Diversity Scholarship
- The Wealthspire Advisors CFP Certification Diversity Scholarship
- Third Party Scholarships
- Internships
- Find a Mentor
- Candidate Forum
- FAQs
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Toggle Content Ethics
CFP Board's enforcement of ethical and practice standards distinguishes CFP® certification from other financial designations.
- Our Commitment
- Code of Ethics and Standards of Conduct
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Toggle Content 2017
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Toggle Content 2019
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- Applying the Code and Standards to a Rollover Recommendation
- Disclosures Required when Providing Financial Advice and Financial Planning
- Financial Advice That Requires Financial Planning
- How CFP Professionals Apply the Code and Standards in Team Settings
- Past Standards - Standards of Professional Conduct
- The Duty to Communicate Team Member Responsibilities
- The Duty to Disclose Material Conflicts of Interest When Making A Rollover Recommendation
- The Duty to Disclose Material Conflicts of Interest When Recommending a Product Issued
- The Duty to Disclose Material Conflicts of Interest When Responding to a Clients Investment Inquiry
- The Duty to Follow a Clients Instruction to Use a Specific Firm for Execution
- The Fiduciary Duty Applies to a Rollover Recommendation
- The Fiduciary Duty Does Not Apply When Providing General Financial Educational Materials
- The Fiduciary Duty Does Not Apply When Providing Materials Concerning Retirement Planning
- The Fiduciary Duty to Obtain Factual Information When Working on a Team
- When a Client Has a Reasonable Basis to Believe a CFP Professional Will Provide Financial Planning
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- A CFP Professional Firms Sales-Related Compensation
- Applying the Fiduciary Duty to Client Instructions that Conflict with the Duty of Care
- Determining Whether Financial Planning is Required When an Engagement Expands Over Time
- Duties When Recommending Additional Persons to Provide Financial or Professional Services
- Duties When Recommending Another Service Provider
- The Duty to Disclose and Manage Material Conflicts of Interest Involving Proprietary Products
- The Fiduciary Duty and an A Share Class Recommendation
- The Fiduciary Duty When A Client Exhibits Signs of Lack of Capacity or Undue Influence
- When Financial Advice Does Not Require Financial Planning
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Toggle Content 2020
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- Compliance Checklist Financial Advice Engagements and
- Compliance Checklist Financial Planning Engagements
- Duties of a CFP Professional Working in a Call Center
- Duties Owed to CFP Board
- Duty to Report Information to CFP Board and Duty to Cooperate with CFP Board Investigations
- Guide Comparing CFP Boards Code and Standards to the SECs Reg BI
- Miscellaneous FAQ
- Notice Regarding Bankruptcy Standard and Procedures
- The Duty to Communicate Team Member Responsibilities
- The Duty to Disclose Material Conflicts
- the duty to disclose material conflicts of interest when responding
- The Duty to Follow a Clients Instruction to Use a Specific Firm for Execution
- The Fiduciary Duty to Obtain Factual Information
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- Applying the Fiduciary Duty to a Recommendation to Purchase Proprietary Life Insurance
- Case Studies Duties When a Client Does Not Agree to Engage for Financial Planning
- Case Study Interpreting the Practice Standard for Identifying and Selecting Goals
- Case Study Interpreting the Practice Standard for Implementing the Financial Planning Recommendation
- Case Study Interpreting the Practice Standard for Monitoring Progress
- Case Study The Fiduciary Duty Applies to Financial Advice with Respect to the Holding of Bank
- Index of Case Study Videos Applying the Code and Standards
- The Fiduciary Duty to Take Reasonable Steps When Providing Professional Services
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Toggle Content 2021
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- Case Study A Client Should Have the Expectation That a CFP Professional Will Provide Financial
- Case Study Financial Advice That Requires Financial Planning
- Case Study Fiduciary Duty When Providing General Financial Educational Materials Concerning
- Case Study The Fiduciary Duty Does Not Apply When Providing General Financial Educational Materials
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Toggle Content 2022
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- Applying the Duty of Confidentiality and Privacy to the Sharing of Non-Public Personal Information
- Index of Case Studies - Applying the New Code and Standards
- Interpreting the Practice Standard for Updating the Financial Planning Recommendations
- Managing Conflicts of Interest Arising From Different Product Recommendations
- Practice Standards for the Financial Planning Process Analyzing the
- The Duty of Confidentiality and Privacy Requires Reasonable Steps to Protect Client Information
- The Duty to Manage Material Conflicts of Interest When Making an Account Type Recommendation
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Toggle Content 2023
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Toggle Content 2024
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- Procedural Rules
- Sanction Guidelines
- Case History
- Public Disciplinary Actions by State
- Bankruptcy Disclosure Procedures
- Enforcement Updates
- Historical Investigations
- Comment on 2022 Proposed Revisions to Procedural Rules
- Comment on Proposed Revisions to Procedural Rules
- Comment on Proposed Revisions to the Sanction Guidelines and Procedural Rules
- Comment on the Proposed Procedural Rules
- Proposed Revisions to Sanction Guidelines and Fitness Standards
- Upholding the Code and Standards
- Reporting
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Toggle Content Career and Growth
Resources for CFP® professionals, including CE programs, client materials, opportunities to get involved and stay connected with CFP Board, and the Career Center.
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Toggle Content Knowledge
Fresh perspectives, data, news and analysis from the financial planning profession provided by CFP Board.
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Toggle Content 2018
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- Professional Demographics
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- 2019 Survey of Consumer and Advisor Views on Saving and Managing Money
- 2019 Survey of Consumer Student Loan Debt and Savings
- 2019 Retirement Preparedness Survey
- 2019 Survey of Consumer Views of Potential Recession
- 2018 Election First View Post-Election Research
- 2020 Financial Planner Skills Research
- 2023 CFP Board Consumer Sentiment Survey - Trust But Verify
- 2023 CFP Board Consumer Sentiment Survey Cost of Living
- CFP Board Survey LGBTQ Investors Report Feeling Financially Secure
- CFP Board Survey Reveals Cost of Living Is a Worry for 9 in 10 Americans Polled
- Guide to Careers in Financial Planning
- Financial Planning Career Paths Building More Sustainable and Successful Businesses
- 2018 Digital Advice Working Group Report
- Financial Planner Re-Entry Initiative Career Path for Professional Women in Financial Planning
- 2018 CFP Certification Brand Promise Survey
- 2016 Aite Group Research Building Wealth Management Measuring CFP Professionals Contribution
- 2016 Digital Advice Working Group Report
- Psychology of Financial Planning
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Toggle Content Initiatives
CFP Board works on initiatives that support the financial planning workforce and uphold CFP® certification as the recognized standard of excellence for competent and ethical personal financial planning.
- Our Initiatives
- Workforce Development
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- Akeiva M Thomas CFP
- Andrew Gardener CFP
- Anna NJie-Konte CFP
- Bill Schretter CFP
- Brad Ledwith CFP
- Bridget Grimes
- Brittney Castro CFP
- Cary Carbonaro CFP
- Charles Bennett Sachs CFP
- Charles C Weeks Jr CFP
- Chelsea Cooper
- Cheryl Costa CFP
- Dan Keady CFP
- Dan Mathews CFP
- Daniel Forbes CFP
- David Zuckerman CFP
- Diego Verdugo
- Don Grant CFP
- Douglas A Boneparth CFP
- Elaine King Fuentes CFP
- Elizabeth Yoder
- Erin Voisin CFP
- Grace S Yung
- Jasmine Ball CFP
- Jeanne Sutton CFP
- Jeremy D Shipp CFP
- JJ Burns CFP
- Joel Redmond CFP
- Joseph Kelly CFP
- Julie R Bates
- Karl Frank CFP
- Larry Stein CFP
- Laura J LaTourette CFP
- LeTian Dong CFP
- Louis Barajas CFP
- Luis F Rosa CFP
- Marguerita Cheng CFP
- Mark DiGiovanni CFP
- Mark Wernig CFP
- Marty Reid CFP
- Neal Van Zutphen CFP
- Nicky Amore CFP
- Paul Jarvis CFP
- Philip Herzberg CFP
- Rachael Camp CFP
- Robert Pagliarini CFP
- Rod Meloni CFP
- Ross Levin CFP
- Scott Kaminsky CFP
- Scott Ward CFP
- Shannah Game CFP
- Shashin Shah CFP
- Spencer Betts CFP
- Steve Repak CFP
- Steven Podnos
- Troy E Jones CFP
- Client Impact Study
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Toggle Content For Employers
We work with firms, large and small, to support and grow their number of CFP® professionals.
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Toggle Content For Education Partners
CFP Board collaborates with financial planning educators across the country on programs designed to create competent, ethical financial planners.
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For Media
Information and resources for members of the media about CFP Board, the financial planning profession and the value of CERTIFIED FINANCIAL PLANNER™ professionals to the public.
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Toggle Content About CFP Board
CFP Board is a non-profit organization that serves the public by setting and enforcing standards for the CERTIFIED FINANCIAL PLANNER™ certification.
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Toggle Content CFP Board Center for Financial Planning
CFP Board Center for Financial Planning is a qualified, diverse workforce and research-based body of knowledge for the financial planning profession.
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Toggle Content 2015
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- AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor
- CFP Board Center for Financial Planning Announces New Diversity Advisory Group
- New Book Explores Unique Area of Financial Planning Practice Client Psychology
- New Report Mapping the Future of Financial Advice
- Read the Centers March 2018 Newsletter
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- CFP Board Center for Financial Planning and Wharton Executive Education to Provide Unique Course in
- CFP Board Center for Financial Planning Hosts Summit to Increase Diversity in the Financial Plannin
- Charles Schwab Foundation Supports CFP Board Center for Financial Plannings Efforts to Increase D
- Envestnet Supports CFP Board Center for Financial Planning as Founding Sponsor
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- 19 People Who Will Change Wealth Management in 2019
- CFP Board Center for Financial Planning Releases White Paper on the First Career Re-Entry Initiativ
- CFP Boards ReEntry Program for Women Shows Signs of Success
- Nobel Laureate Among Contributors to Latest Installment of Financial Planning Review
- Read the Centers December 2018 Newsletter
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Toggle Content 2019
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- CFP Board and Center for Financial Planning Conferences Feature New Research Opportunities for Fac
- CFP Board Center for Financial Planning Expands I am a CFP Pro Campaign to Attract Young Divers
- CFP Board Recruitment Campaign Strives For More Diversity
- CFP Board Reports Rise in Number of CERTIFIED FINANCIAL PLANNER Professionals
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- CFP Board Center for Financial Planning and Aspiriant Launch Scholarship
- CFP Board Center for Financial Planning and Ballentine Partners Launch Diversity-Focused Scholarship
- CFP Board Center for Financial Planning and Parsec Financial
- CFP Board Center for Financial Planning Releases Career Guide for Students and Career Changers
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Toggle Content 2022
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- Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J Goren
- CFP Board Center for Financial Planning Announces Expanded Partnership with
- CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of
- CFP Board Center for Financial Planning Surpasses 1 Million in Scholarship Funding
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- CFP Board Appoints Financial Services Executive and Workforce Authority Kate Healy
- CFP Board Center for Financial Planning
- CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
- CFP Board Center for Financial Planning and Wealthspire Advisors Launch CFP Certification
- CFP Board Center for Financial Planning Announces 2022 Diversity Summit Virtual Career Fair Agenda
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- CFP Board Center for Financial Planning and Charles Schwab Launch Charles Schwab Foundation
- CFP Board Center for Financial Planning Hosts 2022 Academic Research Colloquium
- CFP Board Center for Financial Planning Recognizes 2022 Sponsors for Diversity Summit Career Fair
- Merrill to Be Lead Sponsor of CFP Board Diversity Efforts for Next Four Years
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Toggle Content 2023
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- Planned Giving
- Gifts of Securities
- Qualified Charitable Distributions
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- The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship
- The Envestnet Scholarship
- Aspiriant Impact Scholarship
- BALLENTINE PARTNERS SCHOLARSHIP TO CREATE A DIVERSE FINANCIAL PLANNING PROFESSION
- CLU Scholarship
- College for Financial Planning
- Dalton Education CFP Exam Review Scholarship
- Facet Wealth Scholarship
- LeCount Davis Scholarship
- Parsec Financial CFP Certification Diversity Scholarship
- The Richard B Dick Wagner Memorial Scholarship Fund
- WIN Scholarship
- Donor Recognition
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Toggle Content News
Press releases, announcements and other updates about CFP Board and the value of CERTIFIED FINANCIAL PLANNER™ professionals.
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Toggle Content 2009
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- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Expresses Concerns About Investor Protection Act
- CFP Board Recommends Changes to SEC Custody Rule Proposal
- CFP Board Requests Proposals for 2009 Financial Planning Grants Program
- CFP Board Welcomes Bill to Strengthen Consumer Protections
- Financial Planning Coalition to Testify Before House Committee on Financial Services Hearing
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Toggle Content 2010
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- CFP Board Appoints Two New Members to Disciplinary and Ethics Commission
- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Raises Education Standards With Adoption of Financial Plan Development Course Requireme
- IRS Proposal for Preparer Tax Identification Number Requirement
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- CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education
- CFP Board Calls for Restoration of Financial Stability Act
- CFP Board Censures Improper CFP Certificant Conduct
- CFP Board Seeks Qualified Candidates for 2011 Board of Directors
- Department of LaborDepartment of the Treasury Request for Information Regarding Lifetime Income Op
- Departments of Labor Treasury Request for Information Regarding Lifetime Income Options for Retir
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- CFP Board Calls on Congress to Require Broker-Dealers to Meet Fiduciary Standard for Investment Adv
- CFP Board Hires Dan Drummond as New Director of Public Relations
- CFP Board Hires Tom Crowder as New Managing Director Marketing and Business Development
- CFP Board Opposes Efforts to Preempt SEC Authority over Equity Indexed Annuities
- CFP Board Urges Congress to Oppose Amendment Related to Equity Indexed Annuities
- Financial Planning Coalition Letter to Congress Calls for Regulatory Reform Legislation
- Financial Planning Coalition Urges Congress to Protect Investors by Changing Fiduciary Standard Pro
- Statement Commending Sen Herb Kohl DWI on making Savings Last for Retirees
- Without Fiduciary Protections Its Buyer Beware for Investors
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- Alan Goldfarb Elected CFP Boards 2011 Chair-elect
- CFP Board Submits Comments on SEC Target Date Funds Proposal
- CFP Board-Registered Programs Address Opportunities to Encourage Students Integration and Applica
- Financial Planning Coalition Asks SEC to Require Fiduciary Standard of Care to Protect Retail Custo
- Financial Planning Coalition Asks that SEC Extend Fiduciary Standard of Care to Broker-Dealers
- Generation Y An Opportunity for a Fresh Financial Start
- Imposition of User Fees for Preparer Tax Identification Numbers
- Leading Organizations Launch National Financial Planning Challenge
- Lifelong Financial Strategies 25 Tips Over 25 Weeks
- SEC Proposal on Rules Governing Target Date Funds
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Issues two Interim Suspensions
- Department of Treasury Financial Education Core Competencies Proposal
- Generation x Building a Solid Foundation in the Nesting Years
- Investors Support Fiduciary Standard Study Says
- News Advisory on September 21 2010 the Second Anniversary of US Financial Crisis CFP Board to
- No Strings Attached Free Financial Planning at DC Financial Planning Day October 23
- With Financial Abuse on the Rise CFP Board Releases Consumer Guide to Financial SelfDefense
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- Board of Directors Approves National Public Awareness Campaign
- CFP Board Elects Three to Board of Directors
- CFP Board Hires Jason Ruimerman as Director of Business Development
- Financial Planning Coalition Letter to SEC Addresses Impact of Applying Advisers Act to Brokerage A
- SEC Proposal on Mutual Fund Distribution Fees
- The Wealth Accumulation Years Plan for the Years Ahead
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Toggle Content 2011
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- Already Dumped Your Resolutions Its Time for New Year Resolutions
- Charles A Moran CFP to Serve as 2011 Chair of CFP Boards Board of Directors
- Department of Labor Proposed Regulation for Target Date Fund Disclosure
- Dodd-Frank Studies Related to Financial Planning
- Edward Mora CFP to Serve as 2011 Disciplinary and Ethics Commission Chair
- Financial Planning Coalition Commends SEC for Recommending Strong Consumer Protections by Extending
- Financial Planning Coalition Endorses SECs Continued Oversight of Investment Advisers
- Financial Planning Coalition Supports Recognition of Consumer Confusion Identified by GAO Study Rel
- Financial Planning Standards Board Forms Committee to Oversee Global Financial Planning Competency
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- CFP Board Appoints Joseph Maugeri CFP as Director of Business Development
- CFP Board Seeks Qualified Candidates for 2012 Board of Directors
- Dont Just Clean Your House Clean up Your Finances
- Financial Planning Coalition Urges Congress to Restore Investor Confidence with Key Regulations
- Financial Planning Coalition Urges Congress to Support the SEC in Establishing A Fiduciary Standard
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Issues Interim Suspension for Improper CFP Professional Conduct
- CFP Board Registered Program Conference to Focus on Preparing Future Financial Planners
- CFP Board Survey Consumers More Confident About Their Own Finances Not Expecting Rebound in US
- Investor Education Should Be Personalized and Accessible CFP Board Tells SEC
- Thousands of Financial Planners Sign Petition Urging the SEC to Create Uniform Fiduciary Standard
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- Enhanced Search Tool From CFP Board Helps Americans Find Certified Financial Planner Professionals
- Financial Planning Coalition Raises Concerns About SRO Proposal in House Subcommittee
- Financial Planning Coalition to Congress Put Investors and Small Businesses First
- Financial Planning Coalition Urges Congress to Support SEC in Establishing Fiduciary Standard of Co
- Investor Protection Provisions of DoddFrank Act Deserve Bipartisan Support Financial Planning Coa
- New Survey One in Three Americans Would Be Unable to Make Housing Payment After Job Loss
- Planning Your own Lifetime Jobs Program
- Survey of CFP Professionals Shows High Level of Satisfaction with Career Choice
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- 46 Certified Financial Planner Professionals Named in Barrons Top 100 Wealth Advisors
- Build Confidence in Your Financial Future
- Disciplinary Action Report
- Global CFP Certification Bodies Gather in Washington DC to Discuss Future of the Financial Plann
- Mayor Gray Declares This Saturday October 15 Metro Washington Financial Planning day
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- 2011 Financial Advice During a Volatile Year
- CFP Board Appoints Roger C Myers Jr CPA as Chief Financial Officer
- SRO for Investment Advisers Would Likely Cost At Least Twice as Much as an Adequately Funded SEC I
- Study Released on Costs of Implementing SEC Recommendations for Oversight of Investment Advisers
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Toggle Content 2012
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- 12 for 12 An Approach to Financial Confidence in 2012
- Alan Goldfarb CFP to Serve as 2012 Chair of CFP Boards Board of Directors
- CFP Board Seeks Comments on Proposed Non-disciplinary Public Disclosure of Single Bankruptcy Filing
- Chris Beard CFP to Serve as 2012 Chair of CFP Boards Disciplinary and Ethics Commission
- Job Task Domains and Principal Topics for 2012
- Terry Lister to Serve as 2012 Chair of CFP Boards Public Policy Council
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- CFP Board Appoints Rex Staples Esq Director of Investigations
- CFP Board Seeks Qualified Candidates for 2013 Board of Directors
- CFP Board Urges Better Disclosures Clearer Language for Investors
- CFP Board Urges SEC to Develop Improved Disclosure Requirements
- Consumer Industry Organizations Outline New Framework for Ending Stalemate on Uniform Fiduciary St
- SEC Request for Comments on Improving Disclosures to Investors
- Setting Goals That Empower Your Financial Future
- Shifting the Economic Burden New Survey Finds Americans Recognize and Accept Responsibility for Th
- Uniform Fiduciary Duty for Broker-Dealers and Investment Advisers
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- Amendments to Disciplinary Rules and Procedures Effective June 1 2012
- Amendments to Experience Requirement Effective September 1 2012
- Bankruptcy Disclosure Procedures Effective July 1 2012
- CFP Board Announces Changes to Experience Requirement New Procedures for Addressing Bankruptcy Fil
- Financial Planning Coalition Announces United Opposition to Legislation Creating an SRO for Investm
- Financial Planning Coalition Statement Against Investment Adviser Act of 2012
- FINRA Request for Comments on Improving BrokerCheck
- Using This Years Tax Return to Save Money in 2013
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- 2012 Household Financial Planning Survey Financial Planning Helps Americans of All Income Levels
- CFP Board Adopts New Sanction Guidelines Effective August 27 2012
- CFP Board Announces New Guidelines for Disciplinary Sanctions
- Financial Planning Coalition Supports Introduction of Legislation to Increase Investment Adviser Ov
- Investing for Your Financial Independence
- Many Families Struggle to Make Ends Meet but Those With a Financial Plan Feel and Do Better
- New Research CFP Certification Provides Value to Clients Firms and Financial Professionals
- V Raymond Ferrara CFP Elected 2013 ChairElect
- Wiley to Publish CFP Boards FirstEver Financial Planning Handbook
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- Amendments to Fitness Standards Effective September 14 2012
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Urges Consumer Financial Protection Bureau to Create Rating System for Certifications and
- CFP Board Urges Consumer Financial Protection Bureau to Create Rating System for Certifications and
- Getting Ready to Retire Live Within Your Means
- Proposed Revisions to Appeal Rules Disciplinary Rules
- Proposed Revisions To Continuing Education Requirement
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- Department of Labor Proposal on Definition of Fiduciary
- Department of Labor Proposed Regulation for Target Date Fund Disclosure
- Department of Treasury Financial Education Core Competencies Proposal
- DOL Proposed Class Exemption
- Fiduciary Standard
- Financial Planner Oversight Board
- Financial Planning Coalition Opposes FINRA Oversight of Advisers
- FINRA Request for Comments on Improving BrokerCheck
- IRS Proposal for Preparer Tax Identification Number Requirement
- Looking for a Job Switching Jobs Make a Financial Plan Before You Submit Your Next Resume
- SEC Proposal on Broker-Dealer Reports
- SEC Proposal on Investment Adviser Performance Compensation
- SEC Proposal on Mutual Fund Distribution Fees
- SEC Proposal on Rules Governing Target Date Funds
- SEC Request for Comments on Improving Disclosures to Investors
- SECs Proposed Amendment to Its Custody Rule
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- CFP Board Discloses Bankruptcies by CFP Professionals and Retracts Select Previous Bankruptcy Only
- CFP Board Registered Program Update
- Create Your Own Paycheck Generating Income During Retirement
- District of Columbia to Host Free Financial Planning Day
- Financial Planning Days Brings Free Financial Planning to Americans in Two Dozen US Cities
- Mayor Gray Declares This Saturday Metro Washington Financial Planning Day
- Public Awareness Campaign Radio Sponsorships on NPR
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- CFP Board Adopts Amendments to its Disciplinary Rules and Procedures and Appeal Rules and Procedure
- CFP Board Elects Three New Members to Board of Directors
- CFP Boards Board of Directors Announces Resignation of its Chair Alan Goldfarb CFP
- Hurricane Sandy Update
- Leaving Your Legacy Establishing a Plan to Care For Those You Leave Behind
- November 2012 CFP Exam Update
- November 2012 CFP Exam Update
- November Business Update Webinar Available for On Demand Viewing
- Upcoming Webinar CFP Board Disciplinary Trends Compliance Tips
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- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Boards Disciplinary Trends and Compliance Tips Webinar Available For On Demand Viewing
- November 2012 CFP Exam Update
- November 2012 CFP Exam Update
- November 2012 CFP Exam Update
- The Gift of Giving Planning for Charitable Donations and Gifting
- Update on Recent Proposals to Amend CE Requirements Disciplinary Rules Appeal Rules
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Toggle Content 2013
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- CFP Board Announces Chair Appointments to Disciplinary and Ethics Commission Advisory Councils
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Releases Survey on Social Media Use by CFP Professionals New Social Media Guide
- New Sample Client Letters in Public Awareness Campaign Toolkit
- New Social Media Guide for CFP Professionals
- November 2012 CFP Exam Results Now Available
- November 2012 CFP Exam Update
- Registration for March 2013 CFP Exam Extended to Feb 5 2013
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- America Saves Week a Time to Plan for the Future
- CFP Board Introduces New Websites for Stakeholders and Consumers
- CFP Board Releases Advisory Opinion on Conflicts of Interest
- Financial Planning Coalition Renews Call for Increased Adviser Examinations by SEC
- Financial Planning Coalition Renews Call for Increased IA Examinations by SEC
- Financial Planning Coalition Shares Updates Vision for 2013
- Recording of Webinar on Managing Conflicts of Interest Now Available
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- CFP Board Appoints Gail Reisman Director of Marketing
- CFP Board Appoints Todd L Cranford Director of Government Relations
- CFP Board Releases Guide for Protecting Older Americans from Financial Abuse
- CFP Boards Office Closing Early on March 29
- Financial Planning Coalition Statement on Committee Approval of Mary Jo White to be SEC Chairman
- March 2013 CFP Exam Update Standard Testing Is Complete
- March 2013 Exam Update Answer Sheets Scanned
- Office Closed Wednesday March 6
- Recording of March 2013 Business Update Webinar Now Available
- Survey American Investors Want More Protection
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- CFP Board Urges Policymakers and Regulators to Act on CFPB Recommendations on Senior Financial Prof
- CFP Boards Financial Planning Competency Handbook Now Available
- Financial Planning Coalition Urges Passage of Legislation to Improve Investment Adviser Oversight
- Financial Planning Competency Handbook Now Available
- March 2013 CFP Exam Update Exam Results
- March 2013 CFP Exam Update Exam Results Uploaded
- March 2013 CFP Exam Update Quality Assurance
- March 2013 Exam Update Statistical Analysis
- Upcoming Webinar Avoiding a CFP Board Rule Violation A Practical Approach
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- CFP Board Announces Effort to Increase the Ranks of Women CFP Professionals
- CFP Board Consumer Advocate Launches Blog Lets Talk Planning
- CFP Board Seeks Qualified Candidates for 2014 Board of Directors
- Financial Planning Coalition Concerned by Potential Impediments to Necessary Investor Protection U
- Financial Planning Coalition Draft Legislation May Slow Fiduciary Standard Rulemaking Leave Consu
- Give Your Mom the Gift of Financial Security This Mothers Day
- Holiday Office Closure
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- CFP Board and Others Voice Opposition to Weakened Fiduciary Standard
- CFP Board and Others Voice Opposition to HR 2374
- CFP Board Censures Improper CFP Professional Conduct
- Congratulations Graduates You Owe 1 Trillion
- Investor and Adviser Groups Voice Opposition to Weakened Fiduciary Standard
- New Chess Print Advertisement in Public Awareness Campaign Toolkit
- Wagner Legislation Could Stop Investor Protection Rulemakings in Their Tracks
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- Financial Planning Coalition Responds to SEC RFI on Fiduciary Standard
- Financial Planning Educators to Gather for CFP Boards Registered Program Conference
- Holiday Office Closure
- July 2013 CFP Exam Update Answer Sheets Scanned
- July 2013 CFP Exam Update Standard Testing Complete
- Recording of July 2013 Business Update Webinar Now Available
- Richard P Rojeck CFP Elected 2014 ChairElect
- Study Shows Advisers Clients Benefit from a Fiduciary Standard Without Reduced Access to Services
- The American Way Planning for the Future
- Upcoming Webinar How to Avoid Misleading Compensation Disclosures August 7 130pm ET
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- Consumers Want Advisers to Focus on Financial Planning
- Holiday Office Closure
- July 2013 CFP Exam Update Quality Assurance
- July 2013 CFP Exam Update Exam Results Uploaded
- July 2013 CFP Exam Update Statistical Analysis
- Recording of Compensation Disclosure Webinar Now Available
- Your First College Assignment Think About Your Finances
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- 2014 CE Sponsor Registration Program Renewal Now Available
- BOO Dont be Spooked by Your Finances This Halloween
- District of Columbia to Host 4th Annual Financial Planning Day
- Financial Planning Coalition Opposes HR 2374
- Financial Planning Coalition Opposes HR 2374 Investor Protection Bill in Name Only
- Holiday Office Closure Monday October 14
- Recorded Webinar The Experience Requirement for CFP Certification
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- CFP Board Announces Initiatives to Improve Quality of Continuing Education for CFP Professionals
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- Financial Planning Coalition Applauds SEC Investor Advisory Committee on Recommendations That Would
- Forget the Turkey Pass Your Kids the Financial Intelligence
- Recording of November 2013 Business Update Webinar Now Available
- Survey of CFP Professionals Shows Continued High Satisfaction with CFP Certification Career Choi
- Thanksgiving Holiday Office Closure
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- Broad Coalition Message to Congress Support HR 1627 to Improve SEC Investor Protection
- Holiday Office Closure
- Holiday Office Closure Dec 2425
- Kimberly Wright-Violich Elected to CFP Boards Board of Directors
- New Survey Reveals American Holiday Traditions Financially Smart Gifting and Receiving
- November 2013 CFP Exam Results Released
- Office Closed Tuesday Dec 10
- Register for the Next CFP Exam March 2122 2014
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Toggle Content 2014
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- 2014 CFP Certificant Connections with CFP Board Leadership in Florida February 1214
- CFP Board Moving to Computer-Based Testing For CFP Certification Examination
- Controlling the Cash Smartly Planning and Managing Retirement Income
- Financial Planning Coalition to President Obama Make Investor Protection a Priority in 2014 Year
- Groups Investors Continue to be at Risk from Inadequate SEC Funding for Investment Adviser Oversi
- Holiday Office Closure Monday January 20
- Office Closed Tuesday Jan 21
- Ray Ferrara CFP Leads Board of Directors
- Recorded Webinar CFP Board-Registered Programs Winter 2014 Update
- Recorded Webinar The CFP Exam Interpreting Your Exam Results and Advice to Re-Takers
- TD Ameritrade Institutional and Ameriprise Financial to Support CFP Board Womens Initiative
- Upcoming Webinar Introducing New Advertisements for CFP Boards Public Awareness Campaign
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- America Saves Week a Time to Take Control of Spending Make Saving Easier
- CFP Board Announces Chair Appointments to Disciplinary and Ethics Commission Advisory Councils
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board to Consumers Ask for CFP Certification the Highest Standard for Financial Planning A
- Holiday Office Closure
- Office Closed Thursday Feb 13
- Personal Finance Pillow Talk Seven Financial Ways to Say I Love You
- Recorded Webinar Introducing New Advertisements for CFP Boards Public Awareness Campaign
- Weve Moved to a New Suite Please Update Your Records
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- CFP Board Announces Suite of Academic Initiatives to Advance the Financial Planning Profession
- CFP Board Applauds Bob Glovsky CFP on Presidential Appointment
- Make Way for the Stork 5 Financial Steps When Planning for Baby
- Office Closed Monday March 17
- Office Closed Monday March 3
- Recording of March 2014 Business Update Webinar Now Available
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- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Seeks Qualified Candidates for 2015 Board of Directors
- Financial Planning Coalition Statement on SEC Oversight Hearing
- Groundbreaking Research by CFP Board Pinpoints Challenges and Opportunities for Women to Enter the
- Office Closing Early April 18
- Recorded Webcast Savings Fitness A Guide to Your Money and Your Financial Future
- Recorded Webinar Firms Night at the CFP Board Registered Program Conference
- The SEC Must Act A Uniform Fiduciary Standard for Providing Investment Advice is Needed to Protec
- Theres No Place Like Home Steps to Take When Buying Your First Home
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- CFP Board Appoints Joseph Maugeri CFP as Managing Director of Marketing and Corporate Relations
- Important Update Continued Efforts to Promote Accurate Compensation Disclosures to the Public
- Recorded Webinar CFP Board-Registered Programs Spring 2014 Update
- Recorded Webinar How to Determine if Youre in a Financial Planning Engagement
- The Selfless Job of Motherhood Supporting Your Childs Financial Future at Every Age
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Opens Registration for ComputerBased Testing Format of CFP Certification Examination O
- CFP Professionals Apply for CFP Boards Ambassador Program Through August 18
- Delay on Fiduciary Just as Harmful as the Actual Harm
- Father Knows Best CERTIFIED FINANCIAL PLANNER Professionals Share How Their Dads Taught Them the
- Financial Planning Coalition Statement on SEC 2015 Budget Appropriations
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- Financial Planning Coalition Applauds Rep Bachus CoSponsorship of HR 1627
- Financial Planning Coalition Four Years After DoddFrank Uniform Fiduciary Standard Still Urgentl
- Financial Planning Coalition Launches New Website to Inform and Engage Stakeholders for Legislative
- Phone System Outage
- Recording of July 2014 Business Update Webinar Now Available
- Squished What to Do When Financially Supporting Two Generations
- Study CFP Certification Stands Out in Alphabet Soup of Financial Services Designations
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- CFP Board Appoints John M Loper CFP as Director of Corporate Relations
- CFP Board Enlists All CFP Professionals in Research to Shape the Future of Financial Planning Prof
- CFP Education Program Graduates Find Certification Valuable
- G Joseph Votava Jr CFP Elected 2015 ChairElect
- Holiday Office Closure
- Switching to the 24-Hour Workday Financial Implications of Stay-at-Home Parenting
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- Amid Surge in Demand for Financial Planners Consumers Are Harmed by Lack of Appropriate Regulatory
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- Foundation for Financial Planning and CFP Board Partner with National Council on Aging to Deliver P
- Free Metro Washington DC Financial Planning Day to Benefit Local Residents
- Hacked What to Do When Personal and Financial Information Has Been Compromised
- Holiday Office Closure
- Recorded Webinar on Defining the Scope of the Engagement Now Available
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- 30 CERTIFIED FINANCIAL PLANNER Professionals Named in Financial Times FT 100 US Women Financial A
- A Time for Giving and Thanks Preparing a Legacy Gift This Holiday Season
- Coming Soon CFP Board Career Center
- Five New Members Elected to CFP Boards Board of Directors
- Recording of November 2014 Business Update Webinar Now Available
- Thanksgiving Holiday Office Closure
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- Certified Financial Planner Board of Standards Expands Ambassador Program to 50 Ambassadors
- CFP Board Announces New Initiatives for Initial CFP Certification
- CFP Board Launches Womens Initiative Council
- CFP Board University of Illinois Collaborate on New Free Online Financial Planning Course for the
- Have You Been Financially Naughty or Nice This Year
- Holiday Office Closure
- Holiday Office Closure
- Results of CFP Certification Examination Highlight Successful Transition to Computer-Based Testing
- Survey Certifications Training and Experience Matters to Consumers When Choosing an Advisor
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Toggle Content 2015
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- Approach Retirement with a Smile
- CFP Board Launches New Online Career Center
- CFP Board Names Leo G Rydzewski General Counsel
- Research Conducted by CFP Board Identifies Trends That Help CFP Professionals Stay Prepared to Ser
- Results of 2015 Job Task Analysis Shape CFP Boards Examination and Education Requirements
- Richard P Rojeck CFP Leads Board of Directors
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- 126 Certified Financial Planner Professionals Named in FT 400 Top Financial Advisors
- CFP Board Achieves Milestone with 20th Year of NCCA Reaccreditation for CFP Certification Program
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Seeks Qualified Candidates for 2016 Board of Directors
- CFP Certificant Connections Coming to Nashville Raleigh Charlotte Atlanta in May
- Look for Our TV Ad on National Cable Networks This Week
- Stress Test Americans Especially Women and Younger People Stressed by Finances
- Two New Extreme Banner Ads Join Public Awareness Campaign
- View Now CFP Board Prospective Registered Program Webinar
- View Now Interviewing Skills for the Financial Services Industry
- View Now Renewal Application Guide for Registered Programs
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- Awareness of CFP Certification Leaps Ahead
- Now Available Customizable Black-and-White Print Ads
- Preventing a Family Feud Advice for Navigating Inheritance Disputes
- Read the Latest CFP Board Report Newsletter
- Results of 2015 Brand Tracking Study Public Awareness Campaign Is Working
- View Now Best Practices in Recruiting
- Webinar CFP Boards Womens Initiative How CFP Professionals Can Get Involved
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- Evaluating Your Trust Issues The Who Why When of Setting up a Trust Fund
- Financial Planning Coalition Department of Labor Proposed Fiduciary Rule Long Overdue Provides Im
- New Tool Helps Candidates Track Their Paths to CFP Certification
- Recorded Webinar How CFP Professionals Can Get Involved with CFP Boards Womens Initiative WIN
- View Now What to Expect from a Computer-Based CFP Exam
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- CFP Board Discloses Bankruptcies by CFP Professionals
- Federal Judge CFP Board Has Right to Set Enforce Standards of Professional Conduct
- Financial Planning Coalition Submits Comments on Re-Proposed DOL Fiduciary Rule
- Financial Planning Coalition Voices Strong Support for the Department of Labors Re-Proposed Fiduci
- Mike Greene CFP Elected 2015 ChairElect
- New Graphic Proud to Be a CFP Professional
- The Real Facts Behind Real Estate Investing
- View Now June 2015 Business Update Webinar Recording
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- CFP Board Censures Improper CFP Professional Conduct
- Financial Planning Coalition Testifies In Support of ReProposed Fiduciary Rule Urges Prompt Actio
- Financing a Private School Education Without Sacrificing Financial Goals
- Fully Revised Second Edition of Financial Planning Competency Handbook Reflects Growing Body of Kno
- Now Online The Latest CFP Board Report Newsletter
- Read the Latest Lets Make a Plan Newsletter
- View Now Networking 101mdashWhy Itrsquos So Important to Your Job Search
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- CFP Certificant Connections Coming to Pittsburgh Cleveland Detroit Chicago September 1618
- Financial Planning Coalition Alternative Fiduciary Proposals Fail to Meet Basic Requirements of B
- Financial Planning Competency Handbook Second Edition
- Giving Back More Than One Way to Support Your Alma Mater
- Online Video Celebrating CFP Boards 30th Anniversary
- Order Products Featuring the CFP Mark
- Read the Latest Lets Make a Plan Newsletter
- Read the Latest Lets Make a Plan Newsletter
- Recorded Webinar The CFP Exam What to Expect on Exam Day
- Survey Americans Use of Financial Advisors CFP Professionals Rises Agree Advice Should Be in
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- Free Financial Advice for Americans Nationwide During Sixth Annual Financial Planning Days
- Look for CFP Board Television Ads on National Cable Networks
- Multiple Shades of Funds An Investment Strategy for Every Taste
- Read the Latest Lets Make a Plan Newsletter
- Webinar 11192015 Designing Successful Internship Programs
- Webinar The Long-Term Value of CFP Certification
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- Center for Financial Planning Launch Event Available for On-Demand Viewing
- CFP Board Seeks Hearing Panel Volunteers to Participate in Disciplinary Hearings
- CFP Board University of Illinois Free Online Financial Planning Course Open for Registration
- Phone System Outage
- Read the November Lets Make a Plan Newsletter
- Recorded Webinar Designing Successful Internship Programs
- Social Security Strategies Getting the Most Bang for Your Buck
- View Now November 2015 Business Update Webinar Recording
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- Blaine Aikin CFP Elected 2016 ChairElect Four New Members Elected to CFP Boards Board of Direc
- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Establishes Commission on Standards
- Early Retirement How to Give Yourself the Ultimate Holiday Gift
- Financial Planning Coalition Tells Congress Do Not Stop DOL Fiduciary Rulemaking
- Recorded Webinar CFP Certification Exam Updates in 2016
- View Now How to Retain Great Employees
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Toggle Content 2016
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- CFP Board Discloses Bankruptcies by CFP Professionals
- Online Now Read the Latest Lets Make a Plan Newsletter
- Read the March Lets Make a Plan Newsletter
- Revised Terms and Conditions of Certification Take Effect May 2 2016
- Spring Cleaning for Your Finances
- View Now March 2016 Business Update Webinar Recording
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- Diversification Is a Good Thing CFP Board Consumer Advocate Offers Tips on Which Assets to Diversi
- Now Online The Latest Lets Make a Plan Newsletter
- Recorded Webinar CFP Board-Registered Programs Spring 2016 Update
- Recorded Webinar Leveraging Credentials to Earn Your CFP Certification Faster
- Recorded Webinar What to Expect from the CFP Exam Experience - July 2016
- Survey of CFP Professionals Shows Continued High Satisfaction with CFP Certification Growing Sat
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- A Great List 28 CFP Professionals Named to InvestmentNews 2016 40 Under 40
- CFP Board Discloses Bankruptcies By CFP Professionals
- Global Market Volatility How to Stay In and Weather the Storm
- Read the Latest Lets Make a Plan Newsletter
- Recorded Webinar The DOL Fiduciary Rule What are the Practical Implications
- View Now July 2016 Business Update Webinar Recording
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- CFP Board Censures Improper CFP Professional Conduct
- Financial Planning Coalition Files Amicus Brief in Support of Department of Labor Fiduciary Rule
- New Survey Shows Americans Trying to Save Positive Yet Uncertain About Their Finances
- Online Now Read the August Lets Make a Plan Newsletter
- Revised Terms and Conditions of Certification Take Effect September 12 2016
- Richard Salmen CFP Elected 2017 ChairElect
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- Announcing the CFP Board Candidate Forum
- CFP Board Online Discussion Forum Will Help Guide Candidates on the Path to CFP Certification
- Free Financial Advice for Americans Nationwide During Seventh Annual Financial Planning Days
- New CFP Board Consumer Survey Series Concerned Strivers Have Higher Incomes Find Saving Hard
- Recorded Webinar What to Expect from the CFP Exam Experience - November 2016
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- CFP Board Censures Improper CFP Professional Conduct
- CFP Board Imposes Interim Suspension On Ash Narayan
- New CFP Board Consumer Survey Series Tentative Savers Feeling the Squeeze of Competing Financial
- Online Now Read the Latest Lets Make a Plan Newsletter
- Recorded Webinar Recruiting Talent with CFP Boards Career Center
- Recorded Webinar Successful Salary Negotiation Strategies
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- Five New Members Elected to CFP Boards Board of Directors
- New CFP Board Consumer Survey Series Slow and Steady Confident Savers Win the Race
- New Experience Profile Tool Allows Candidates for CFP Certification to Report Experience Anytime
- Notice to CFP Professionals Revisions to CFP Boards CE Policies Effective February 1 2017
- Online Now Read the November 2016 Lets Make a Plan Newsletter
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- Career Center Recorded Webinar Getting Noticed - Writing Job Descriptions to Attract the Right Can
- CFP Board Appoints Maureen Thompson as Vice President of Public Policy
- CFP Board Consumer Survey Series Stretched Worriers Feel Financially Trapped
- Online Now Read the December 2016 Lets Make a Plan Newsletter
- View Now December 2016 Business Update Webinar Recording
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Toggle Content 2017
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- Blaine Aikin CFP Leads Board of Directors for CFP Board
- CFP Board Appoints Elizabeth M Stewart Esq as Chief Operating Officer
- CFP Board Promotes John M Loper CFP to Managing Director of Professional Practice
- Make a Plan to Get Financially Fit
- Online Now Read the January 2017 Lets Make a Plan Newsletter
- Recorded Webinar What to Expect from the CFP Exam Experience - March 2017
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- CFP Board Center for Financial Planning 2016 Annual Report Highlights Successful First Year
- CFP Board Imposes Interim Suspension on Michael Breton
- CFP Board Imposes Interim Suspension on Victor Lee
- CFP Board Imposes Public Discipline
- CFP Board Names Mary Kay Svedberg PhD Director of Education
- Online Now Read the April 2017 Lets Make a Plan Newsletter
- Paying For College How to Get High Marks When Financing a Higher Education
- Recorded Webinar CFP Board Career Center - Stand Out from the Crowd Build Your Personal Brand
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- CFP Board Announces Continuing Education Credit for IRS VITATCE Volunteer Training
- CFP Board Announces FINRA as a Quality CE Partner
- CFP Board Names Kerry Smith as Director of Human Resources
- Handling an Inheritance 5 Mistakes That Keep Americans From Building Legacies of Their Own
- Online Now Read the May 2017 Lets Make a Plan Newsletter
- Recorded Webinar What to Expect from the CFP Exam Experience - July 2017
- Senior CFP Board Ambassador Jill Schlesinger CFP Receives FPA of New Yorks Malcolm S Forbes Awa
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- CFP Board Imposes Interim Suspension on Randy Alford
- CFP Board Releases Draft Revised Code of Ethics and Standards of Conduct
- CFP Board to Release Draft of Proposed Changes to Standards of Professional Conduct on June 20 201
- June Brings Caps Gowns and a Tough Financial Conversation
- Online Now Read the June 2017 Lets Make a Plan Newsletter
- Your Input Needed Proposed Changes to CFP Boards Standards of Professional Conduct
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- CFP Board Discloses Bankruptcies by CFP Professionals
- New Exam Preparation Toolkit Supports CFP Candidates Through Pathway to Certification
- Online Now Read the July 2017 Lets Make a Plan Newsletter
- Review a Side-by-Side Comparison of the proposed revisions to the Standards of Professional Conduct
- Tips for Frustrated Home Buyers
- View Now July 2017 Business Update Webinar Recording
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- Apply for the CFP Certification Exam Scholarship
- CFP Board Imposes Interim Suspension on Ken A Balser
- CFP Board Imposes Interim Suspension on Lawrence A deShetler
- Low Volatility Market Ways to Reduce Risks That Persist
- Notice Annual Certification Fee for Certification Periods November 1 2017 and Later
- Online Now Read the August 2017 Lets Make a Plan Newsletter
- Recorded Webinar Proposed Revisions to CFP Boards Standards of Professional Conduct
- Recorded Webinar What to Expect from the CFP Exam Experience - November 2017
- Survey of CFP Professionals Shows High Satisfaction with CFP Certification and Career Choice St
- Susan John CFP Elected 2018 ChairElect
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- A Look Back 10 Years of Advancing CFP Boards Mission from the Nations Capital
- CFP Board Imposes Interim Suspension on Mark A Schneider
- CFP Board Imposes Public Discipline
- CFP Board Joins FPSB in Recognizing the Inaugural World Financial Planning Day
- Online Now Read the October 2017 Lets Make a Plan Newsletter
- Three Big Priorities for Parents Before They Help with College
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- CFP Board Advertisement in emThe Wall Street Journalem
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Releases Revised Version of Proposed Code of Ethics and Standards of Conduct
- Countdown Important Moves to Make Ahead of Proposed Tax Changes
- Online Now Read the December 2017 Lets Make a Plan Newsletter
- Three New Members Elected to CFP Boards Board of Directors
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Toggle Content 2018
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- 2018 Resolution Create a Budget That Actually Succeeds
- CFP Board Imposes Interim Suspension on Charles Henry Frieda
- CFP Board to Update Privacy Policy on February 1 2018
- Marking Milestones More than 80000 CFP Professionals in the United States
- Online Now Read the January 2018 Lets Make a Plan Newsletter
- Record Number of Women Became CFP Professionals in 2017
- Richard Salmen CFP Takes the Helm of CFP Boards Board of Directors
- Share Your Comments on Revised Proposed emCode of Ethics and Standards of Conductem
- Universities and Colleges Express Support for CFP Certification and Fiduciary Advice
- Vanguard Supports CFP Board Center for Financial Planning as Visionary Circle Sponsor
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- CFP Board Foundation for Financial Planning Create New Pro Bono Award
- CFP Board Imposes Public Discipline
- Dalton Education to Sponsor 2018 CFP Board Registered Programs Conference
- Facebook Live Streaming at 2018 Academic Research Colloquium
- How to Prepare for the Tricky Tax Seasons of 2018-19
- Kaplan Financial Education to Sponsor 2018 CFP Board Registered Programs Conference
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- CFP Board Center for Financial Planning Releases 2017 Annual Report
- CFP Board Imposes Public Discipline
- Federal Tax Law Changes Coming to CFP Certification Exam
- Is It Time to Prepare for a Bear
- New Research on Racial and Ethnic Diversity
- Read the April 2018 Newsletters
- XY Planning Network Begins CFP Exam Scholarship Program for Next Gen Financial Planners
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- CFP Board Discloses Bankruptcies by CFP Professionals
- Jack Brod CFP Elected 2019 CFP Board ChairElect
- Notice of Arbitration Decision
- Read the June 2018 Newsletters
- Reboot Your Personal Finances with These Easy Steps
- Revisions to CFP Boards CE Policies Effective October 1 2018
- View Now June 2018 Business Update Webinar Recording
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- CFP Board Announces New and Improved Ethics Continuing Education Program
- CFP Board Announces Public Forums on Code of Ethics and Standards of Conduct
- CFP Board Imposes Public Discipline
- CFP Board Resources Outline Impact of 2017 Tax Cuts Jobs Act on the CFP Exam
- Financial Confidence is Possible With A CFP Professional
- Merrill Lynch to Be Signature Sponsor at the CFP Board Center for Financial Plannings DiversitySum
- New Pro Bono Award Open for Nominations
- Read the August 2018 Newsletters
- Three Questions to Ask Before Changing Careers
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- CFP Board Imposes Interim Suspension on Neil Maxwell
- CFP Board Imposes Interim Suspension on Scott P Evans
- CFP Board Imposes Public Discipline
- Key Lessons Learned from the 2008 Financial Crisis
- New Brochure Highlights Key Elements of New Code and Standards
- Read the Center for Financial Plannings Latest Newsletter
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- CFP Board Expands Mentor Program for Candidates for CFP Certification
- CFP Board Imposes Interim Suspension on Raymond A Erker
- CFP Board Joins Financial Planning Standards Board in Celebrating World Financial Planning Day
- Finding A Balance Between Education and Retirement Funding
- Online Now Read the October 2018 Lets Make a Plan Newsletter
- Watch Live Center for Financial Planning Diversity Summit Tues Oct 23
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- 2018 Year End Financial Planning
- CFP Board Imposes Public Discipline
- CFP Board Requests Public Comment on Proposed Revisions to Rules that Govern Disciplinary Process
- CFP Board Targets Systemic Diversity Issues
- Four New Members Elected to CFP Boards Board of Directors
- New Election Night Survey Even with Booming Economy Consumers Are Not on Track to Retire on their
- Online Now Read the November 2018 Lets Make a Plan Newsletter
- Technical Revisions and Answers to Frequently Asked Questions for New Code of Ethics and Standards
- Updates to CFP Boards Articles of Incorporation and Bylaws
- View Now November 2018 Business Update Webinar Recording
- What Do the Letters After a Financial Advisers Name Really Mean
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- 19 People Who Will Change Wealth Management in 2019
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Recognizes Longevity and Contributions to Financial Planning Profession
- CFP Boards ReEntry Program for Women Shows Signs of Success
- Charitable Donations 2018 Implications of the New Tax Law
- Most Americans Feel Its Harder to Retire Now Than It Was 5 Years Ago
- November 2018 CFP Exam Update
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Toggle Content 2019
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- 10 Steps to Achieve Financial Freedom This Year
- CFP Board Imposes Interim Suspension on Larry J Templin
- CFP Board Imposes Public Discipline
- CFP Board Marks Significant Milestones and Achievements - Showing Growth and Interest in CFP Cert
- CFP Exam 101 Everything You Need to Know to Pass the CFP Test
- Digital Certificate Now Available for Consumers to Verify CERTIFIED FINANCIAL PLANNER Professional
- New Report Financial Advisors Are Still the Primary Source for Advice Technology Utilized to Crea
- New Survey Shows Consumers No Matter Their Income or Assets Need Support with Spending Household
- Public Comment Period for Proposed Procedural Rules Ends January 29
- Susan John CFP Leads CFP Boards Board of Directors
- What Designations Should Your Financial Advisor Have
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- CFP Board and Foundation for Financial Planning Honor the University of Georgia with the Inaugural
- CFP Board Recruitment Campaign Strives For More Diversity
- CFP Board Reports Rise in Number of CERTIFIED FINANCIAL PLANNER Professionals
- CFP Exam 101 Everything You Need to Know to Pass the CFP Test
- College for Financial Planning a Kaplan Company to Serve as Title Sponsor of Registered Progra
- Dalton Education and Merrill Lynch Serve as Signature Sponsors of CFP Boards Registered Program C
- Facebook Live at the 2019 Academic Research Colloquium
- Financial Advisor Versus Financial Planner Whats the Difference
- Love and Money How to Manage Finances Equally
- Plan and Save for Retirement
- Public Awareness Campaign Spring 2019 Advertising Update
- Top Priority Plan and Save for Retirement
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- Better to Have No Rule at All Reg Bl Critics Say
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board to Congress SEC Regulation BI Needs Clarity Greater Consumer Protections
- Health Savings Account The Savings Account You Need
- Is It Easy to Manage Money Advisors Say No Consumers Say Yes
- New Research Shows Significant Gaps Between Advisor Consumer Views on Money Management
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- CFP Board Seeks Qualified Candidates for 2020 Board of Directors
- Leveraging the Human Element in a Digital World
- New Roadmap for Code and Standards Provides Quick Reference Guide for CFP Professionals Firms
- New Workforce Development Guide from CFP Board Center for Financial Planning
- Urgent and Important The New Retirement Savings Mentality
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- CFP Board Center for Financial Planning Releases 2018 Annual Report
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Imposes Public Discipline
- CFP Board Offers Advisors Guide to Meet New Standards
- CFP Board Releases Code Standards Guidance for FeeOnly CFP Professionals
- CFP Board Research Confirms Most Americans Are Unprepared for Retirement
- Latest Certificant Connections Podcast Conversation with Susan John CFP 2019 Chair of CFP Board
- Latest Certificant Connections Podcast Focuses on New Code and Standards
- National 529 College Savings Plan Day Four Strategies to Maximize College Savings
- New Research Confirms Americans Are Not Prepared for Retirement
- Online Now Read the May 2019 Lets Make a Plan Newsletter
- Why Women Should Handle Financial Planning
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- CFP Board Imposes Automatic Interim Suspensions
- CFP Board Statement on SEC Regulation BI and Related Guidance
- How to Find Reliable Financial Advice as Regulations Change
- Latest Certificant Connections Podcast Conversation with Mary Kay Svedberg PhD Director of Educ
- Make Insurance Part of the Plan this National Insurance Awareness Day
- Real-World Case Studies Bring Code and Standards to Life
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- CFP Board Announces Independent Task Force to Strengthen and Modernize Enforcement
- CFP Board Chooses Perfect Texas Regulator to Wrangle Enforcement
- CFP Board Imposes Interim Suspension on Anthony Cottone
- CFP Board Responds to The Wall Street Journal
- Directors of CFP Board Set Enforcement Date for New Code and Standards
- Douglas S King CFP Elected 2020 CFP Board ChairElect
- How To Create A More Diverse Financial Planning Profession
- Recorded Webinar Roadmap to the Code and Standards
- View Now July 2019 Business Update Webinar Recording
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- Americans Are Not Saving For Retirement Or Dont Know If They Are Study Says
- CFP Board Announces Members of Independent Task Force on Enforcement
- CFP Board Center for Financial Planning Announces 2019 Diversity Summit Agenda and Speakers
- CFP Board Imposes Interim Suspension on James Hal Heafner
- Help Wanted Aspiring Financial Planners CFP Professionals Continue to be in Demand CFP Board Ho
- New Research Juggling Student Loans Saving for Retirement and Other Priorities
- View Now - September 2019 CFP Certificant Connection Webinar Recording
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- Advisors Instill Confidence in Face of Recession
- New Research - Americans Working with a Financial Advisor are More Prepared
- Read the October CFP Board Report Newsletter
- Snapshot of Todays CFP Professional-High Career Satisfaction Recommends CFP Certification
- World Financial Planning Day Brings Focus to How Financial Planners Help Consumers Live Well
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- 10 New Case Studies Bring CFP Board Code and Standards to Life
- CFP Board Appoints DA Abrams CAE to lead the CFP Board Center for Financial Planning
- CFP Board Center for Financial Planning Hosts Summit to Increase Diversity and Inclusion
- CFP Board Center for Financial Planning Welcomes Sponsors for 2019 Diversity Summit
- CFP Board diversity summit aims to follow calls to action with accountability
- CFP Board Imposes Public Discipline
- If youre worried about a recession now is probably a good time
- Progress On Diversity In Advice Industry Is Slow CFP Board
- Read the November CFP Board Report Newsletter
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- Certified Financial Planner Board of Standards Welcomes New Members to Ambassador Program
- CFP Board Releases Independent Task Force Report and Preliminary Response
- Financial Planning - One Small Step 50 Years Ago
- Overview of 2020 Offerings of CFP Board Client Psychology Program at Wharton
- Read the December CFP Board Report Newsletter
- Three New CFP Professionals Elected to CFP Board Board of Directors
- Videos - 50th Anniversary of Financial Planning
- View Now December 2019 CFP Certificant Connection Webinar Recording
- When you connect diversity to business outcomes people pay attention
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Toggle Content 2020
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- 10 New Frequently Asked Questions on CFP Board Code and Standards
- Answers to the SECs Reg BI FAQs depend on facts circumstances
- Beware Californias New Data Privacy Law
- CFP Board Imposes Interim Suspension on Michael R Severance
- CFP Board Names New Chair for 2020
- CFP Board Reports Strong Gains Among Women Planners
- CFP Board Reports Strong Growth in 2019
- CFP ranks grew by 3point9 in 2019
- Jack Brod CFP Now Chair of CFP Board Board of Directors
- Jack Brod Tapped To Lead CFP Boards Board of Directors
- Minorities Women Rapidly Gaining Ground in Ranks of CFP Holders
- New CFP Board Chair Pledges Governance Review and Reform in 2020
- New CFP Board Chair Pledges Governance Review and Reform in 2020
- New CFP board chair seeks to broaden pathways to profession
- Read The January CFP Board Newsletter
- Thousands of dollars could be draining out of your account
- Vanguard Veteran Jack Brod Named CFP Board Chair
- Why are so many baby boomers ignoring financial planning
- Why some life insurance could prove risky for consumers
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- Benefits industry newsmakers
- CFP Board Elects 2 Directors
- CFP Board Imposes Public Discipline
- Copy of Record growth for black and Latino CFPs status quo for women
- Enforcement Risk and Compliance Specialist Elected to the Board of Directors of CFP Board
- Holiday Office Closure
- Number of Female CFPs Hits Record Level
- Read The February CFP Board Newsletter
- Record growth for black and Latino CFPs status quo for women
- The Best Designation for Advisors
- The Coronavirus is Tanking the Stock Market
- What to do When the Markets Plummet
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- 10 Personal Finance Myths You are Better Off Ignoring
- AI Is Not The Advisors Bogeyman
- CFP Board Announces Closure of All CFP Certification Examination Testing Sites
- CFP Board Discloses Bankruptcies
- CFP Board floats revised disciplinary rules
- CFP Board Imposes Interim Suspensions
- CFP Board Releases New CFP Exam Resource on the SECURE ACT 2019
- CFP Board Requests Comments on Revised Proposed Procedural Rules
- CFP Board Requests New Comments on Procedural Rules
- Comments Sought On CFP Board Disciplinary Rules
- COVID-19 Update from CFP Board
- Is there Justification for the CFP Boards New Compensation Disclosure Policy
- Read the March CFP Board Report Newsletter
- Susan John CFP Addresses CFP Professional Community
- Why I voted to remove fee info from the CFP Board website
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- CFP Board Imposes an Interim Suspension
- CFP Board Imposes Automatic Interim Suspensions
- CFP Board Names Jeanne Hamrick as Director of External Communications
- Financial Services Organizations Urge Congress to Help Americans Access Advice During Crisis
- Read the April CFP Board Report Newsletter
- Survey CFP Professionals Primary Recommendation to Clients
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- 5 Last-Minute Tax Planning Tips to File by July 15
- CFP Board Announces Donation to the FFP Pro Bono Pandemic Fund
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Postpones July 2020 CFP Exam to September 2020
- CFP Board Releases Final Procedural Rules
- CFP Boards Board of Directors Approves Conducting Disciplinary Hearings Via Video Conferencing
- CFP Boards Board of Directors Approves Provisions Allowing In-Person Hearings via Video Conference
- Holiday Office Closure May 25
- Read The May CFP Board Report Newsletter
- Updated Terms and Conditions of Certification and Trademark License effective June 30 2020
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- CFP Board Implements Reforms to Strengthen Enforcement
- CFP Board Imposes Public Discipline
- CFP Board Now Enforcing Its Strengthened Code of Ethics and Standards of Conduct
- How to Find a Financial Planner You Trust
- Message from the Chair and CEO - We All Must Support Diversity Inclusion and Equity
- Read The June CFP Board Report Newsletter
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- CFP Board Adopts Key Governance Changes To Strengthen Organization
- CFP Board Imposes Interim Suspension on Bryant Caveness
- CFP Board Restructures to Improve Brand Enforcement Efforts
- CFP Exam Scheduled for November 2020
- Feeling anxious about money Increasing your financial knowledge can help
- Holiday Closure
- Kevin Keller CFP Board Can Grow Ranks Protect Consumers
- Read The October CFP Board Report Newsletter
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- Center for Financial Planning Announces 2020 Sponsors for Virtual Diversity Summit and Career Fair
- CFP Board Imposes Interim Suspension on Timothy A Hanna
- CFP Board Imposes Public Discipline
- CFP Board Publishes Consumer-tested Engagement Letters
- CFP Board study provides map for increasing diversity in advice sector
- CFP Boards Board of Directors Elects Three New Members to the Board
- CFP Boards DA Abrams links sustainability with diversity
- Holiday Closure
- Read The November CFP Board Report Newsletter
- The Future of Diversity in the Financial Planning Profession
- View Now November 2020 CFP Board Certificant Connection Webinar Recording
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- As COVID-19 Cases Continue to Increase Top Financial Concern
- CFP Board Announces 2020 Registered Programs Conference
- CFP Board Appoints Thomas A Sporkin as Managing Director Enforcement
- CFP Board Foundation for Financial Planning Honor Utah Valley University with Pro Bono Award
- CFP Board Imposes an Interim Suspension on Daryll D Claxton of Havertown Pennsylvania
- CFP Board Strengthens Enforcement Program and Opens 1266 Investigations
- Consumer Research Drives Relaunch of CFP Boards Financial Planning Website
- Holiday Office Closure
- Holiday Office Closure January 1
- Read The December CFP Board Report Newsletter
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Toggle Content 2021
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- CFP Board Welcomes Seven New Members to Ambassador Program
- CFP Board Achieves Record Growth of CFP Professionals
- CFP Board CEO Calls on Advisors to Accelerate Diversity and Technology Improvements
- CFP Board Imposes an Interim Suspension on Andrew D Slocum of Snowmass Village Colorado
- CFP Board Imposes an Interim Suspension on William D King of Knoxville Tennessee
- CFP Board Imposes Public Discipline
- Douglas S King CFP Begins Board Chair Role on CFP Boards Board of Directors
- Office Closure January 18 and January 20
- Read The January CFP Board Report Newsletter
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- CFP Board Appoints William A Nelson as Assistant General Counsel
- CFP Board Forms New Commission to Review Sanction Guidelines and Fitness Standards
- CFP Board Imposes an Interim Suspension on David A Jenson of Altamonte Springs Florida
- CFP Exam Scheduled for March 9-16 2021
- Holiday Office Closure February 15
- How to study for and pass the CFP exam
- New CFP Board Enforcement Chief Brings a Separation of Functions
- Read the February CFP Board Report Newsletter
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- CFP Board Adds Psychology Of Financial Planning To Exam Requirements
- CFP Board Adds Psychology to Key Study Topics for CE Credits Exam
- CFP Board Center for Financial Planning Launches Diversity Scholarship
- CFPs spring advertising campaign focuses on retirement planning
- Covid-19 pandemic couldnt stop worldwide growth in CFPs
- Don Pay Tax Penalties on Money You Took From Retirement Accounts
- New CFP Ad Campaign Unveiled
- Number Of CFPs In US Grew In 2020
- Opinion Why rookie stock investors should think seriously about getting experienced financial advice
- Public Awareness Campaign Spring 2021 Advertising Update
- Read The March CFP Board Report Newsletter
- Results of New Practice Analysis Study to Shape CFP Boards Certification Requirements
- View Now March 2021 CFP Board Certificant Connection Webinar
- Virtual Forums on Sanction Guidelines and Fitness Standards
- We All Must Condemn Violence Toward Asian Americans and Pacific Islanders
- What Type Of Financial Advisor Is Right For You
- Why You Might Treat Your Third Stimulus Check Differently
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- CFP Board Adds Psychology of Financial Planning to Exam Topics
- CFP Board Appoints Dawn Harris
- CFP Board Expands Remote Proctoring Option
- CFP Board Expands Remote Proctoring Option to All Candidates
- CFP Board Imposes an Interim Suspension on George M Warner of Rowlett Texas
- How many non binary advisors CFP Board now counting
- How To Find the Best Financial Advisor for You
- Read The April CFP Board Report Newsletter
- What the pandemic taught us about helping clients navigate shocks
- Why No One Calls Themselves A Stockbroker Anymore
- Why Women Should Consider A Career in Financial Planning
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- CFP Board Appoints Kim Hayes CFP as Director of Corporate Relations
- CFP Board Imposes Interim Suspensions
- CFP Board Imposes Public Discipline
- CFP BOARD SEEKS CANDIDATES FOR 2022 BOARD OF DIRECTORS
- Financial Advisor vs Financial Planner
- Holiday Office Closure May 31
- Is Your Financial Planner Acting in Your Best Interest
- New Research Confirms Value of CFP Certification to Female Advisors
- Opportunities Expand for Female Financial Advisers
- Read The May CFP Board Report Newsletter
- Survey Finds Women CFPs More Confident Happy Than Male Counterparts
- The Autistic Adviser Andrew Komarow and His Niche Firm Plan for Those on the Spectrum
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- CFP Board Imposes Public Sanctions on 40 Individuals
- Holiday Closure
- Holiday Office Closure - June 18 at 3 pm
- November Exam Registration Now Open
- Read the June CFP Board Report Newsletter
- The CFP Board to Include the Psychology of Financial Planning in Its Certification Exam
- Whats the Difference Between a ChFC and CFP
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- Bidens Executive Order Could Ease Adviser Moves But Limit Mega Mergers
- CFP Board Discloses Bankruptcies by CFP Professionals
- CFP Board Lays Out Changes to Its Enforcement Rules
- CFP Board Proposes Making Sanctions Public for Reporting Failures
- CFP Board Proposes Tougher Penalties for Hiding Misconduct
- CFP Board Requests Comments on Proposed Revisions to Sanction Guidelines and Procedural Rules
- CFP Board Wants Tougher Sanctions for Ethics Conduct Violations
- CFP Board Weighs Monetary Penalties in Tougher Sanctions Plan
- Daniel Moisand CFP Elected 2022 CFP Board Chair-Elect
- Read The July CFP Board Report Newsletter
- Updated Terms and Conditions of Certification and Trademark License Effective September 30 2021
- View Now July 2021 CFP Board Certificant Connection Webinar
- Weekend Reading for Financial Planners July 31-Aug 1
- What a Former SEC Executive Has Learned About CFP Boards Enforcement Program
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- CFP Board Imposes an Interim Suspension on Nicholas Spagnoletti of Madison New Jersey
- CFP Board Imposes Public Sanctions On 51 Individuals
- DIY Investors Can Become Your Clients Heres How
- Eight College Teams Named Finalists in the 2021 Financial Planning Challenge
- Holiday Office Closure September 6
- More Than 9 in 10 CFPs Strongly Satisfied With Career Choice Survey
- Read the September CFP Board Report Newsletter
- Survey of CFP Professionals Shows Continued High Satisfaction
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- CFP Board Imposes Public Sanctions On 21 Individuals
- CFP Board Increases Sanction for Self-Reporting Failures Requests Comments on Proposed
- CFP Boards Board of Directors Elects Four New Members
- Holiday Office Closure
- Read the November CFP Board Report Newsletter
- View Now The November 2021 CFP Certificant Connection Webinar
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Toggle Content 2022
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- CFP Board Establishes Appeals Commission to Adjudicate Appeals Appoints Inaugural Members
- CFP Board Imposes Public Sanctions On 20 Individuals
- CFP Board Surpasses 92000 CFP Professionals Increases Gender and Racial Diversity of
- Fix My Wallet Student Loans
- Holiday Office Closure January 17
- Kamila Elliott CFP Begins Board Chair Role on CFP Boards Board of Directors
- Read The January CFP Board Report Newsletter
- Updated Terms and Conditions of Certification and Trademark License Effective February 21 2022
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- CFP Board Imposes Interim Suspension on James Iannazzo of Southport Connecticut
- CFP Board Imposes Interim Suspensions on Randall Scott Boll of Old Hickory Tennessee and David Yow
- CFP Board Issues New Guides for CFP Professionals on Duty of Care the Financial Planning Process
- Holiday Office Closure February 21
- Read The February 2022 CFP Board Report Newsletter
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- CFP Board Appoints Joseph Feese as Director of Public Relations
- CFP Board Imposes an Interim Suspension on David Campanella of Hudson Ohio
- CFP Board Imposes an Interim Suspension on Michael Giannetti of Grapevine Texas
- CFP Board Releases Six-Part Book on Psychology of Financial Planning
- CFP BOARD SEEKS CANDIDATES FOR 2023 BOARD OF DIRECTORS
- CFP Board Welcomes New CFO Announces Retirement of Roger Myers
- March 2022 CFP Certification Exam Results
- New Annual CFP Certification Fee Effective October 2022
- Read The April 2022 CFP Board Report Newsletter
- VIEW NOW THE APRIL 2022 CFP CERTIFICANT CONNECTION WEBINAR
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- CFP Board Appoints David Nanigian PhD MBA CFP as Director of Education
- CFP Board Imposes Interim Suspension on Patrick M Egan of Alhambra California
- Holiday Office Closure July 4
- Holiday Office Closure June 20
- Read the Inaugural Issue of CFP Boards Quarterly Pro Bono Newsletter
- Read The June CFP Board Report Newsletter
- The One Piece of Advice That Financial Advisors Wish They Known in Advance
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- As More Clients Recognize the CFP Designation Advisors Take Note
- CFP Board Imposes Public Sanctions on 17 Individuals
- New NYU MS in Financial Planning Program Offering Behavioral Finance Focus Approved by CFP Board
- Read The July CFP Board Report Newsletter
- Social Security Young Millennials Have the Least Faith in It Lasting Are They Right
- The New CFP Book on the Psychology of Financial Planning
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- Attention Female Advisors The CFP Board Wants You to Get Certified
- CFP Board Announces July 2022 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Christopher J Asher of Annapolis Maryland
- CFP Board Imposes Interim Suspension on Filippo Mastrocola of Everett MA
- CFP Board Imposes Interim Suspension on Jason Cooke of Clayton Delaware
- CFP Board Imposes Interim Suspension on Vincent J Camarda of Amityville New York
- CFP Board Names Diversity Initiative Chief
- CFP Boards Psychology of Financial Planning Webinar
- First Black CFP Reflects on His Career Community and Being a Pioneer
- Former TD Ameritrade Executive to Helm CFP Boards Professional Center
- Grammy Winner Ed Sheeran Is Worth an Estimated $200 Million
- How Financial Planners Can Uplift Communities
- How Much Does a Financial Advisor Cost
- How to Make the Most of Financial Planning Internships
- Matthew Boersen CFP Elected 2023 CFP Board Chair-Elect
- Read The August CFP Board Report Newsletter
- This Is the Jay Leno Rule of Saving Money
- View Now The August CFP Board Certificant Connection Webinar
- We Want to Quit Working in 10 Years
- Where Money Meets Feelings Financial Therapy Finds Its Footing
- Youngest CFP Board ChairElect Explains Why Hes Passionate About Planning
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- A CFP Is an Advisor Armed With Extensive Education
- Buying Bonds Could Be a Great Investing Move Right Now
- CFP Board Appoints Philip Dawson Jr as Director of College and University Relations
- CFP Board Imposes Interim Suspension on Douglas M McKelvey of South Lake Texas
- CFP Board Imposes Public Sanctions on 33 Individuals
- CFP Board Vacates Interim Suspension Previously Imposed on Joseph M Whitney CFP of
- Foo Fighters Frontman Does This Smelly Thing With His Money
- Holiday Office Closure September 5
- More Advisors Adopt Fixed Fees in Response to Changing Client Needs
- Our Financial Adviser Says We Are Locked In
- Read The September CFP Board Report Newsletter
- Wondering How Much You Need to Retire Better Ask Yourself This Question First
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- A 40 YEAR OLD PYSICAL THERAPIST GET 222000 IN STUDENT LOANS
- Holiday Office Closure
- How CFP CERTIFICATION SHARPENED MY ADVISORY SKILLS
- HOW FINANICAL PLANNERS CAN HELP MINORITY COMMUNITIES BUILD WEALTH
- HOW WEALTH FIRMS CAN SUSTAIN PROGRESS ON DIVERSITY
- Read The October CFP Board Report Newsletter
- Statement on Fee Guidance
- WHY WEALTH MANAGEMENTS DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS
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- 3 Things You Should Know About Life Insurance If Youre Buying a Policy for the First Time
- Annuities Benefit Plans When Annuities Came to 401ks
- CFP Board and Foundation for Financial Planning Announce Partnership
- CFP Board Elects Three New Directors
- CFP Board Imposes Interim Suspension on Gregory K Womack of Edmond Oklahoma
- CFP Board Imposes Public Sanctions on 13 Individuals
- CFP Board Requests Comments on Proposed Revisions to Procedural Rules
- Earning A Finance Degree Everything You Need to Know Before You Enroll
- Financial Advisors Need to Do a Better Job of Implementing DEI Policies CFP Board Says
- Holiday Office Closure
- Kamila Elliott First Black CFP Board Chair Reflects on 2022
- LUMINARIES 2022 Finalists Executive Leadership Individuals
- Read the November CFP Board Report Newsletter
- The New Financial Planning Process That Saves Time Empowers Clients
- View Now the November 2022 CFP Certificant Connection Webinar
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- 10 People to Watch in Wealth Management in 2023
- Amid Crypto Carnage CFP Board Urges Caution on Digital Assets
- Can Financial Pros Narrow the Racial Wealth Gap_ More Black Advisors Are Trying
- CFP Board Announces November 2022 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Stephen Y Kwan of Spicewood Texas
- CFP Board Issues Crypto Guidelines
- CFP Board to Establish Competency Standards Commission
- Holiday Office Closure December 26 30
- Read The December CFP Board Report Newsletter
- Setting the Standard Tom Sporkin on CFP Board Enforcement
- Tackling The Racial Wealth Gap Diversity Within the Financial Industry Matters
- The Top Financial Planning Podcasts of 2022
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Toggle Content 2023
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- Advisors Celebrate Incremental Diversity Gains as the Number of CFPs Eclipses 95000
- CFP Board Announces Org Change to Aid Recruiting Efforts
- CFP Board Boasts Record Growth Increases Member Diversity
- CFP Board CreaSeparate Arm to Promote Planning Careers Hiring of Planners
- CFP Board Exceeds 95000 CFP Professionals
- CFP Board Imposes Interim Suspension on Gary B Gross of Raleigh North Carolina
- CFP Board Imposes Interim Suspension on John N Matson of Manhattan Beach California
- CFP Board Imposes Public Sanctions on 12 Individuals
- CFP Board Plans to Boost Student Engagement to Recruit Future Planners
- CFP Board Splits Into 2 Nonprofits Aiming to Better Promote Financial Planning Profession
- CFP Board Splits to Better Tout Professions Benefits
- CFP Diversity Ticks Up in 2022
- CFP vs CPA Whats the Difference and Who Should You Hire
- Daniel Moisand CFP Begins Board Chair Role on CFP Boards Board of Directors
- Everything Is on the Table in CFP Standards Review Says New Chair
- For Freelancers New Federal Help in Saving for Retirement
- Read The January 2023 CFP Board Report Newsletter
- The Next Step in CFP Boards Evolution
- Using Financial Psychology to Differentiate Your Practice
- When a Dream House Is a Bad Idea
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- 03
- Are You Playing It Too Safe With Clients Investments
- CFP Board Imposes Interim Suspension on John Poulos of Colleyville Texas
- CFP Board Imposes Interim Suspension on Kenwyn J Belkot of Wexford Pennsylvania
- Client Crises Can Catch Advisors Off Guard
- Cracking the code
- Financial Well-Being Requires More Than One Dose New Study
- Higher Default Savings Rates Lead to More Retirement Contributions
- Holiday Office Closure February 20
- Notice of Assignment of and Modification to Pathway to CFP
- Notice of Assignment of and Modification to Terms and Conditions of Certification and
- Read The February 2023 CFP Board Report Newsletter
- View Now THE February 2023 CFP CERTIFICANT CONNECTION WEBINAR
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- 8 Steps to Host a DEI Summit
- Barely One Quarter of Financial Planners Are Women But Industry Experts
- CFP Board Establishes Competency Standards Commission to Evaluate Standards for CFP Certification
- CFP Board Formally Launches Competency Standards Commission
- CFP Board Launches New Public Awareness Campaign
- CFP Board RIA Team Up to Offer Scholarship
- CFP Boards Ad Campaign Reflects Flexibility After Split
- Dollar Scholar Asks Is My Money Safe in the Bank
- Female Advisors Need More Pathways
- How Marketing With the CFP Marks Reduces Client Acquisition Costs and Accelerates Revenue Growth
- Pandemic Era Debt Weakened Retirement Readiness
- Read the March 2023 CFP Board Report Newsletter
- The Evolving Risk Framework All Retirement Advisors Need to Know
- These Are the Top US Banks by Proportion of Uninsured Deposits
- View Now Special Preview of 2023 Public Awareness Campaign
- View Now The March 2023 CFP Certificant Connection Webinar
- Why the Ranks of Women Advisors Are Finally Increasing
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- 8 Keys to Defusing Couples Money Conflicts
- 89 Of Americans Worry About the Cost of Living Says CFP Board Survey
- Americans Are Worried About the Cost of Living Heres What Advisors Need to Know
- Are We Simply Not Rich Enough
- CFP Board Announces March 2023 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Brian R Gilder of Beverly Hills California
- CFP Board Rolls Out Scholarship to Support Next-Gen Women
- CFP Board Seeks Candidates for 2024 Board of Directors
- CFP Board Survey Indicates Inflation Is a Concern for 9 in 10 Americans
- CFP Board Survey Reveals Cost of Living Is a Worry for 9 in 10 Americans Polled
- CFP Exam Pass Rate Inches Up to 65
- Explaining the Financial Planning Profession
- How Many CFP Exam Takers Passed the Latest Test
- Legislation Would Allow Use of 529 Funds to Finance Training for CFP Credential
- New Bill Allows 529 Plans to Be Tapped for CFP CPA Exams
- Our 2023 PLANADVISER Vision Award Winners
- Read The April CFP Board Report Newsletter
- Rising Costs Eating Into Retirement Savings CFP Board Poll
- Statement on SEC Staff Bulletin on Standards of Conduct for Brokers Dealers and Investment Advisers
- Women Gain Momentum in New CFP Numbers But Overall Percentage Is Stuck
- Young US Couples Are Moving in Together to Save Money But 4 in 10 Regret It
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- 3 in 10 Americans Are Worried About Their Investments
- 35 of Americans Are Concerned About Saving for Retirement
- BEYOND LIP SERVICE IN DEI
- CFP Board Adopts Revised Procedural Rules
- CFP Board Appoints Lynn McNutt as Director of Executive Communications
- CFP Board Imposes Public Sanctions on 22 Individuals
- CFP Board Launches an Endowed Scholarship for Women
- CFP Board Outlines Best Practices to Retain Diverse Talent
- CFP Board Urges Senate To Pass Bill to Protect Seniors
- FIRMS ARE HIRING MORE DIVERSE ADVISORS CAN THEY KEEP THEM
- Holiday Office Closure May 29
- Lynn McNutt Announced as Director of External Communications at CFP Board
- Many Americans Prioritize Saving for Retirement Despite Being Squeezed by Rising Costs Survey
- New Study Shows Ties Between Personality Estate Planning
- Only 53 of Americans Have Worked With a Financial Planner
- Read The May 2023 CFP Board Report Newsletter
- Revised CFP Board Procedural Rules Coming Sept 1
- The Money Behind the Succession Family Financial Expert Breaks It Down
- THIS BIG 5 PERSONALITY TRAIT IS LINKED TO WEALTH NEW RESEARCH SHOWS
- Updated Procedural Rules Effective September 1 2023
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- ADDRESSING THE FINANCIAL PLANNING NEEDS OF THE LGBTQ COMMUNITY
- CFP Board Imposes Interim Suspension on Lisa A Ditkowsky of Wilmette Illinois
- CFP Board Imposes Interim Suspension On Randall B Kiefner of Orlando Florida
- EBSA Says It Will Propose Fiduciary Rule in August
- Ethics Report 2022 Year in Review
- Fiduciary vs Financial Adviser Whats the Difference
- Financial Literacy Advocate Brings First Fraternity to Financial Planning
- Got a Summer Job Consider Opening a Roth IRA
- Heres How Bad the Financial Advisor Talent Shortage Is
- Holiday Office Closure July 4
- Holiday Office Closure June 19
- Kate Healy Evangelizing for Financial Planning as a Career Choice
- More Financial Planners Are Acting Like Psychologists Heres How
- New Study Ties Lack of Advisor Diversity to Local Racism
- Pay $3K a Year for My Financial Adviser Is That Worth It
- Read the June 2023 CFP Board Report Newsletter
- Retiree Medical Costs Are Expected to Moderate but Still High
- The Critical Role of Competent and Ethical Financial Planning
- The Fed Rate Pause Wont End Mortgage Misery
- Understanding The Generations and Needs of the LGBTQ Community
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- ADVISORS FIND REWARDS IN PRO BONO WORK
- Can Jaylen Brown Bring a Black Wall Street to Boston
- CFP Board Adopts Resolution Encouraging CFP Professionals to Engage in Pro Bono Financial Planning
- CFP Board Imposes Public Sanctions on 16 Individuals
- CFP Board Names Finance Veteran Elizabeth Miller as 2025 Chair
- CFP Board Statement of Support for Freedom to Invest in Tomorrows Workforce Act
- CFP Board Statement of Support for NDAA
- Elizabeth Miller CFP Elected 2024 CFP Board Chair-elect
- How Pro Bono Planning Is Making Financial Advisors Feel Rich
- How to Switch Banks A Step by Step Guide
- NJ Advisor Named as CFP Board 2024 Chair Elect
- Read the July 2023 CFP Board Report Newsletter
- RESOLUTION SETTING FORTH CFP BOARDS SUPPORT FOR PRO BONO FINANCIAL PLANNING SERVICES
- View Now The July Certificant Connection Webinar
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- 31 of Investors Are OK With Using Artificial Intelligence as Their Advisor
- 8 Big Advisory Firms With Lots of CFPs
- A COMPASSIONATE APPROACH TO FINANCIAL TRAUMA
- CFP Board Announces July 2023 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Rusty J Whittaker of Austin Texas
- CFP Board Releases Practitioner Resource Guide as Companion to The Psychology of Financial Planning
- CFP BOARD RELEASES RESOURCE GUIDE ON FINANCIAL PLANNING
- CFP Board Survey Investors Trust AI More Than Social Media But Advice Still
- Consumers Trust Human Advisors a Lot More Than AI CFP Board Survey Finds
- Hiring a Financial Adviser Do Your Due Diligence
- How to Choose a Bank
- How to Leverage Todays UltraHigh Interest Rates to Grow Your Savings
- Is a Personal Loan Worth It Heres What Experts Think
- Is It Safe to Buy Stuff From TikTok Shop
- Job Listings for Financial Advisors Have Spiked 63 in the Past Year
- MORE THAN HALF OF INVESTORS COMFORTABLE TAKING ADVICE FROM AI SOMETIMES
- New CFP Board Enforcement Rules Kick in Sept 1 Heres What You Need to Know
- Read The August 2023 CFP Board Report Newsletter
- The Personal Loan Industry Is Booming Heres Why
- WHAT INVESTORS REALLY THINK OF AI GENERATED ADVICE SURVEY
- What Is a Callable CD and Is Opening One a Good Idea
- Where to Find Free Professional Financial Advice
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- 50TH ANNIVERSARY OF THE CFP MARKS THE JOURNEY CURRENT STATE OF CFP BOARD
- 7 Saving Strategies You May Not Have Tried Yet
- Asking ChatGPT for Financial Advice Only 37 of Adults Are Interested in AI Tools
- CFP BOARD DETAILS SIXTH ANNUAL DIVERSITY SUMMIT AND CAREER FAIR
- CFP Board Imposes Public Sanctions on 13 Individuals
- CFP Board Requests Comments on Revised Sanction Guidelines and Fitness Standards
- Holiday Office Closure September 4
- How to Manage Your Student Loans After a Layoff
- Is Your Client a Money Worshipper Avoider or Vigilante
- IS YOUR CLIENT A MONEY WORSHIPPER AVOIDER OR VIGILANTE
- Read the September 2023 CFP Board Report Newsletter
- The CNBC FA 100 Ranking Recognizes Advisory Firms That Help Clients Navigate Big Financial Decisions
- What Do I Need to Qualify for Certified Financial Planner Scholarships
- WHAT IS A CERTIFIED FINANCIAL PLANNER
- WHAT IS FIDUCIARY DUTY DEFINITION AND HOW IT WORKS
- WHAT THE LETTERS MEAN 6 DESIGNATIONS EVERY ADVISOR AND CLIENT SHOULD KNOW
- You and Your Acronyms Will a New Designation Join a Long List of Financial Advisor Titles
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- CFP Board Appoints Kevin Roth Ph D as Managing Director of Research
- CFP Board Appoints Seasoned Association Leader K Dane Snowden as Chief Operating Officer
- CFP Board Celebrates 50th Anniversary of CFP Certification
- CFP Board Elects Three New Directors
- CFP Board Encourages House Committee to Pass Bill on Use of 529 Funds for Certification
- CFP Board Imposes Interim Suspension on Joseph F Bartosiewicz of Scottsdale Arizona
- CFP BOARD NAMES DIRECTOR OF RESEARCH
- CFP Board Statement On Support For DOL Fiduciary Rule
- DEMYSTIFYING YOUR HEALTH INSURANCE PLAN
- DOL Unveils Fiduciary Rule That Regulates Annuity OneTime Rollover Advice
- EXPLORING THE IMPACT OF THE ANNUAL CENTER FOR FINANCIAL PLANNINGS DIVERSITY SUMMIT
- FORMER SEC CHAIR TO JOIN CFP BOARD OF DIRECTORS
- Holiday Office Closure October 9
- Important Step or Out of Touch Reactions to DOL Proposal Run the Gamut
- Many Students Still Havent Heard of Financial Planning Careers
- Read The October 2023 CFP Board Report Newsletter
- Statement on SEC Proposed Rule Conflicts of Interest Associated with the Use of Predictive
- View Now Recorded Webinar on Proposed Revised Sanction Guidelines and Fitness Standards
- Ways To Recover From A Financial Shock And Be Prepared Next Time
- WHAT IS A FIDUCIARY ADVISOR
- WHY KEEPING IT REAL IS POWERFUL DEI ADVICE FOR WEALTH MANAGEMENT
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- CFP Board Announces Two Key Leadership Promotions for Government Relations and Public Policy
- CFP Board Center for Financial Planning Hosts 2023 Academic Research Colloquium
- CFP Board Diversity Summit In 2023 Strikes Notes of Defiance Hope
- CFP Board Imposes Public Sanctions on Five Individuals
- CFP Board Publishes Guidance for CFP Professionals Subject to NAIC Model Regulation 275
- CFP Board Sanctions Five Over Allegations of Forgery Undisclosed OBAs
- CFP Board Survey LGBTQ Investors Report Feeling Financially Secure
- CFP Board Takes Step to Enhance Accountability and Transparency of Public Sanctions
- CFP Boards Public Sanctions to Include Greater Detail
- CFPs Are Fiduciaries Even When They Sell Annuities CFP Board Says
- DOL to Hold Online Hearing on Proposed Investment Advisor Rule
- FINANCIAL ADVISER DESIGNATIONS ARE NOT ALL THE SAME
- HOLIDAY OFFICE CLOSURE NOVEMBER 24 25
- HOW A MULTIFAMILY OFFICE IS CREATING A DIVERSE TALENT PIPELINE
- Read The November 2023 CFP Board Report Newsletter
- Retaining Diverse Talent Is Tough 3 Tips on How to Succeed
- TALKING ABOUT MONEY CAN BE AN EMOTIONAL MINDFIELD
- Talking About Money Can Be an Emotional Minefield
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- 10 Long Term Investing Strategies Advisors Love
- 10 Long-term Investing Strategies Advisors Love
- A Shock For Many Retirees Social Security Benefits Can Be Taxed
- Age Diversity Is Also Important Says First Black CFP
- CFP Board Announces November 2023 CFP Certification Exam Results
- Dan Moisand Testimony
- Holiday Office Closure December 25 - January 1
- Kamila Elliott Testimony
- Read the December 2023 CFP Board Report Newsletter
- THE RISE OF WOMEN IN FINANCIAL PLANNING HOW ITS GOING
- Updated Terms and Conditions of Certification and Trademark License Effective March 4 2024
- Whats Next With the DOL Rule Proposal Heres What to Expect
- WHY THESE AAPI ADVISORS ARE WORKING TOWARD BETTER VISIBILITY
- YOUR OLD 401K OUT OF SIGHT OUT OF MIND OUT OF MONEY
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Toggle Content 2024
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- 2023 Survey of CFP Professionals Shows Continued Satisfaction With Their Career Choice
- 62 OF ADULTS AGE 50 AND OLDER HAVE NOT USED PROFESSIONAL HELP FOR RETIREMENT
- Can A CFPs Advice Improve A Marriage
- CFP BOARD 2022 CHAIR KAMILA ELLIOTT CFP TESTIFIES AT HOUSE SUBCOMMITTEE
- CFP Board Announces Client Impact Research Initiative in Support of 2022-2026 Strategic Priorities
- CFP Board Approaches 100000 CFP Professionals With Most Ever Exam Takers in a Single Year
- CFP Board Launches Video Series and Handbook to Explain Enforcement and Adjudication Process
- CFP Board Publishes Technology Guide for CFP Professionals
- CFP BOARD RELEASES NEW CFP EXAM RESOURCE ON THE SECURE 2 0 ACT OF 2022
- CFP Board Releases SECURE 20 Exam Resource Reports AllTime High in CFP Professionals
- CFP Board Submits Comment Letter to DOL on Proposed Retirement Security Rule
- LABOR DEPT ASKED PUBLIC TO WEIGH IN ON NEW RETIREMENT
- Matt Boersen CFP Begins Board Chair Role on CFP Boards Board of Directors
- Moisand Helps Amplify CFP Boards Voice In Fight For Fiduciary Advice
- Office Closed January 15
- Read the January 2024 CFP Board Newsletter
- WHAT JOBS CAN YOU GET AFTER EARNING A CFP
- What You Need to Know About Financial Advice as Policymakers Debate Changes to The Rules
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- 6 New Findings On How And How Much CFPs Are Paid
- BIG FIRMS BOOST THEIR CFP NUMBERS
- BLUE COLLAR TO BOARD CHAIR
- CERTIFIED FINANCIAL PLANNER POPULATION GROWS US ADVISORS EXPAND
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- CFP CERTIFICATIONS GROWING FASTEST IN CHINA THAILAND STUDY
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- How Lecount Davis Historys First Black CFP Is Still Giving Back
- IM 60 AND PLAN TO RETIRE IN 2026
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- Major Financial Firms Drive Growth of CFP Professionals
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- Office Closed February 19
- Read the February 2024 CFP Board Newsletter
- Survey Finds CFP Professionals Earn More and Enjoy High Career Satisfaction
- We Retired in 2022 and Gave 500000 to a Broker Getting 15 The Stock Market Has Gone Up
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- 12 states with the fastest growing CFP numbers
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- Americans Believe All Advisors Are Working In Their Best Interest
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- Being a Fiduciary Is the True Professionalization of Financial Advice
- Breaking Barriers In Male dominated Industries 13 Success Stories From Women Entrepreneurs
- CFP Board Adopts Revised Sanction Guidelines Fitness Standards and Procedural Rules
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- CFP Board Launches Wealth Is Womens Work Scholarship Program
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- CFP Board Survey Americans Want Retirement Investment Advice to Be in Their Best Interest
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- CFP Board to Publish Disciplinary Records of Some New CFPs
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- CFPs Questionable Questions
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- Do Advisers Have A Fiduciary Responsibility To Offer Bitcoin
- DOL Fiduciary Rule in Final Stretch as AARP Insured Retirement Institute Set White House Meetings
- DOL Fiduciary Rule Is Long Overdue CFP Boards Top Lawyer Says
- DOL Retirement Advice Proposal Advances Poll Suggests Support
- Embracing The Evolution of Female Breadwinners Implications for Financial Advisors
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- How a New Rule Could Change the Way Advisers Handle Your Retirement Money
- How To Plan For Social Security Cuts
- Im A Finance Expert 5 Tips To Handle The Financial Fallout Of A Gray Divorce
- Investors bullish despite election uncertainty CFP Board
- Investors Foresee Financial Impacts After 2024 Election
- ITS GOTTA BE A CFP Public Awareness Campaign is back with new TV ad
- Most Americans Seek Best Interest in Retirement Advice
- Read the March 2024 CFP Board Newsletter
- Soaring Medical Debt Burdens Seniors
- The Doctor Will See You Now Why This New RIA Has a Clinical Psychologist on Staff
- These States Added the Most CFP Professionals in 2024
- View Now Special Preview of 2024 Public Awareness Campaign
- View Now The March 2024 Certificant Connection
- Weekend Reading For Financial Planners
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- Beyond The Alphabet Soup What Advisors Need to Know About Medicare
- Brokerage Annuities Industries Make Last Ditch Effort to Delay DOL Fiduciary Rule
- CFP Board Announces March 2024 CFP Certification Exam Results
- CFP Board Imposes Interim Suspension on Edward Mercer of Coral Springs Florida
- CFP Board Imposes Interim Suspension on Lee Giobbie of Mount Holly New Jersey
- CFP Board Imposes Interim Suspension on Timothy W Leveroni of Braintree Massachusetts
- CFP Board Imposes Public Sanctions on Nine Additional Individuals
- CFP Board Imposes Public Sanctions on Nine Individuals
- CFP Board Seeks Candidates for 2025 Board of Directors
- CFP Board Sees Record Participation at March Exam
- CFP Board Statement on Final DOL Retirement Security Rule
- Creating Industry Onramps as 100K Advisors Head Toward the Exit
- Dont Be Fooled Avoid New Social Media Scams Targeting Your Wallet
- Edward Jones Is Changing Company Chief Penny Pennington Explains How
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- Fiduciary Rule Nears Final Step as White House Office Wraps Review
- Home With a Mortgage Rate My Former House Had a Rate Am I Crazy
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- Read the April 2024 CFP Board Newsletter
- Relationship Finance App Tandem Debuts New Goals Feature
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- Virtual course for financial planners enters its fifth year
- What Is a Fiduciary
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- You Cant Legislate Good Behavior What Advisors Really Think About the DOL Rule
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