CFP Board Says New Ads, Exam Format Part of Membership Push
Board wants to add 12,000 CFPs; computerized tests "hopefully will encourage more people to sit for the exam," says CEO Kevin Keller.
The Vindication of History: Harold Evensky and CFP Lite
The CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
Camardas 1: CFP Board 0. Where Does the Board Go From Here?
A U.S. judge's procedural ruling casts doubt on the CFP Board's strategy over Fee-Only Gate. Fortunately, there's a way out for the Board.
Some Friendly PR Advice for the CFP Board on Its New Test
There could be a perfectly valid scientific explanation for how a test can be shorter, yet just as rigorous, but the Board's explanation ain’t it.
Top 3 Issues Advisors Will Face in 2014, Part 3: Demographic Dilemma
We may already be past the point of no return for the industry’s nascent train wreck: the advisor shortage. Plus, the bear-market wild card.
Did CFP Board Shorten Exams to Lure Certificants?
CFP Board “maintains it wasn’t making the exam easier; the gut response of the community seems to disagree," says Michael Kitces.
Top 3 Issues Advisors Will Face in 2014, Part 2: The Fiduciary Issue
Resolution of the fiduciary rulemaking by DOL and the SEC is possible, but more definite is an increase in RIA exams.
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-Advisors
In the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.
With (Democratic) Friends Like These…Is It Time to Recast Fiduciary Argument?
The opposition of the "New Democrat Coalition" to DOL’s inchoate fiduciary rule may well be a golden opportunity for those who put clients’ interests first.
CFP Board Switches to Computer-Based Exam Testing
The CFP Board cites a shorter exam and more available testing dates among other benefits.