CFP Board Proposes Changes to ‘Experience Requirement,’ Disciplinary Rules
By Melanie WaddellThe CFP Board is seeking comments on proposed amendments to its experience requirement for initial CFP certification as well as revisions to its Disciplinary Rules and Procedures.
June 17, 2011
Insurance Product Training: June 20th - June 27thDo you need insurance product training?
May 11, 2011
Reg S-P Update: SEC Allows CFP Board to Disclose Applicants’ RecordsThe SEC's no-action letter will allow advisors and BDs to share customer complaint information with the CFP Board beyond the old two-year window.
April 28, 2011
IMCA Wins International Accreditation for CIMA MarkISO blessing is the first in U.S. for a financial services credential, and required changes in IMCA's governance.
April 05, 2011
CFP Board to Unveil $36 Million Branding Campaign at April 14 WebinarIn 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.
January 04, 2011
CFP Board Selects New Disciplinary, Ethics ChairEdward Mora will serve as the 2011 Chairman of the Disciplinary and Ethics Commission (DEC), an independent body charged with upholding the value and integrity of the CFP mark.
November 23, 2010
Software Testers Eligible for Trade Adjustment HelpThe federal Employment and Training Administration says workers at two insurance software testing centers in Pennsylvania are eligible for federal Trade Adjustment Assistance benefits.
November 22, 2010
Software Testers Eligible for Trade Adjustment HelpThe federal Employment and Training Administration says workers at two insurance software testing centers in Pennsylvania are eligible for federal Trade Adjustment Assistance benefits.