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.
CFP Board to Unveil $36 Million Branding Campaign at April 14 Webinar
In an effort to raise awareness about the Certified Financial Planner certification and what it means to the general public, the CFP Board of Standards is introducing a $36 million branding campaign at an April 14 webinar.
Past, Present, Future
The year was 1980. Chrysler was rescued, CNN was launched, the Dow began the year at 824 and Investment Advisor published its first issue. Today, Chrysler...
UBS, CFP Name New Head of CFP's Council on Education
The Certified Financial Planner Board of Standards and UBS Wealth Management announced Monday, May 10, that Mark Kordes, head of wealth planning for UBS in the United States, will serve as the new chairman of the CFP Board's Council on Education.