FPA Board Names Shannon Pike 2016 President-Elect, 3 New Board Members
At national conference, FPA says it also added three new “knowledge circles” focusing on women, tax planning and linking academic researchers and practitioners.
Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
CFP Board, Under Pressure, Drops CE Plan
Board says it won’t enter the CE provider space “at this time”; announces multiyear plan to improve offerings.
Why the CFP Board’s Proposal to Offer CE Is Wrong
In the first in a series of posts on the CFP Board’s proposal, an argument (from planners themselves) as to why it’s not a good idea and a look at the current, somewhat woeful, state of continuing education for CFPs.
FPA CEO Schadle Says Membership Has ‘Stabilized’
She reported an uptick in CFP holders renewing their FPA membership as the group continues to focus on finding “operational efficiencies.”
Picture the ubiquitous “Plan Ahead” poster. You know, the one with the little orphaned “d” because not enough room was left in the allotted space for it to fit in.
I’m OK, You’re Not: In CFP Survey, Americans Feel Better About Own Finances Than Economy
Americans' trust in advisors fell during the recession, but most would happily sit down with an advisor to work out a financial plan, says a CFP Board survey.
Planners Beware: More Probes by CFP Board; Reg S-P Victory Gives It More Teeth—Compliance Watch
CFP Board enforcement chief Shaw says 1,500 investigations launched in 2010; bankruptcies new focus.
CFP Board Officially Launches TV, Online Awareness Campaign
Monday marked the first day that the Certified Financial Planner (CFP) Board of Standards’ large-scale Public Awareness Campaign officially launched on television and online; Print ads have been appearing for the past couple weeks.