CFP Board Calls First Computer-Based Exams a ‘Success’
CFP Board CEO Kevin Keller congratulates those who passed what he called a “very rigorous exam.”
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.
More CFPs Needed but Board ‘Won’t Lower Standards’: CFP Board’s Keller
Board will foster growth partly through corporate partners and needs to “get its arms around” the robo-advisor trend, CEO Kevin Keller says.
Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper
Schwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
3 Ways to Address Advisor Shortage
It’s not that Gen Yers don’t care; they just don’t know about the career opportunities the financial services industry can provide.
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
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.
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.
CFP Board Switches to Computer-Based Exam Testing
The CFP Board cites a shorter exam and more available testing dates among other benefits.