The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

"It's a privilege to welcome Nicole and Chad to our Board of Directors," said CFP Board Chair-Elect Terri Kallsen, CFP ®. "They bring rich experience in the financial services ecosystem and a devotion ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards raises ...

WASHINGTON, July 28, 2015 /PRNewswire/ -- Judge Richard J. Leon of the United States District Court for the District of Columbia has unsealed his opinion in support of an order granting Certified ...

The Financial Planning Association is in full support of the recently announced delay in enforcement of the new CFP Board Code of Ethics and Standards of Conduct, the organization announced on Tuesday ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP ...

The Certified Financial Planner Board of Standards has announced a record-breaking year in 2024, with the total number of certificants exceeding 100,000 for the first time. In a Thursday announcement, ...

The Certified Financial Planner Board of Standards has approved its new Code of Ethics and Standards of Conduct, significantly expanding the scope of fiduciary duty that will be expected of the 80,000 ...

The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Continuing ...

WASHINGTON, Dec. 17, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors is seeking public comment on the proposed changes to the Competency Standards for CFP ® certification, ...

This financial industry Hall of Fame “is uniquely focused on recognizing those who have shaped the future of holistic financial planning in meaningful and enduring ways,” according to the CFP. This ...

WASHINGTON--(BUSINESS WIRE)--CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ® professionals in using ...