CFP Board Mulls Changes to Disciplinary Approach on Bankruptcies
By Melanie WaddellThe Certified Financial Planner Board of Standards announced Wednesday that its seeking comments by Feb. 17 on whether to modify the way the Board handles bankruptcy filings by CFPs.
August 29, 2011
CFP Board Proposes Changes to ‘Experience Requirement,’ Disciplinary RulesThe 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
AHIP 2012 Medicare Advantage and Part D Certification Not Supported on Popular BrowsersIf you went on the www.medicareonlinetraining.com website and saw this, you are not alone.
June 17, 2011
Insurance Product Training: June 20th - June 27thDo you need insurance product training?
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.