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.
Bill to Kill Fiduciary Rules by SEC, DOL Heads for House Vote
The Retail Investor Protection Act may even pass the Senate, said an industry official, “especially if it gets strong bipartisan support in the House.”
Bogus ‘Advisors’ Blow Lotto Winner’s $168 Million
How do you blow $168 million in just a few short years? Surprisingly, it’s not as hard as you might think.
4 Financial Planning Profiles That Determine Consumers’ Future Success
In something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
Don’t Confuse Titles With Licenses, Warn SEC, NASAA
Unlike a license, certain titles and designations may be “simply purchased, or even made up" by advisors, the regulators warn.
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.
CFP Board Announces Rich Rojeck as 2014 Chair-Elect
Rojeck, a managing director with Sagemark Consulting/Lincoln Financial Advisors, says the investing public will "ultimately best be served by an established financial planning profession."
4 Financial Planning Steps for New American Citizens
Apropos of the July 4th festivities, much will be new this holiday for recently naturalized U.S. citizens.
4 Tips for Paying Down Student Debt
Eleanor Blayney called the cycle of school-loan-job-debt the “catch-22 of the real world” in a blog post written for the CFP Board on Wednesday.