How to Break Impasse Over CFP Board’s Comp Disclosure Rules
With the CFP Board seemingly unwilling or unable to clarify its compensation disclosure rules, the FPA or another group should prod the Board into action.
Are the CFP Board’s Comp Disclosure Rules Meaningless?
A look at the changeable, curious and contradictory rules of the CFP Board on compensation disclosure.
CFP Board Announces First AACSB-Accredited Ph.D. Program
The Ph.D. program will be "very rigorous because you’d get the Ph.D. in business with an emphasis on financial planning,” said CFP Board's chairman.
CFA vs. CFP: Really?
As if fiduciary CFPs didn’t have enough obstacles to overcome, now they’re getting criticized by CFAs (well, one CFA at least).
Does the independent advisory industry really need another study?
Brian Hamburger: Stakes Are High for CFP Board in Camardas’ Lawsuit
The attorney and founder of MarketCounsel says lawsuit is an "accountability test" for the CFP Board.
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.