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.
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.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
Survey Finds CFPs Satisfied With Careers
Nearly two-thirds of CFPs polled say the Board’s service “meets their expectations,” a big jump from 2011.
Spin City: Kevin Keller Puts a Sheen on the Fee-Only Controversy
If the CFP Board polled its certificants on the fee-only controversy, it might not be so sanguine about its handling of the fee-only issue.
FPA Addresses CFP Board Controversies, New Ventures
The FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.
Staples, Goldfarb Departures Not Linked, CFP Board Says
The CFP Board is now searching for a director of investigations to replace Rex Staples, whose last day will be Friday.
Clients Prefer Comprehensive Advisors Over Specialists: Survey
Only 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.