The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

Blaine Aikin, who last month took over as chairman of the board of directors of the Certified Financial Planner Board of Standards Inc., has a few things on his to-do list before his one-year term ...

The CFP Board is adopting a raft of revised guidelines and standards aimed at bolstering ethical conduct and accountability among financial planning professionals. The updates, set to take effect July ...

WASHINGTON, July 28, 2015 /PRNewswire/ -- Judge Richard J. Leon of the United States District Court for the District of Columbia has unsealed his opinion in support of an order granting Certified ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 98,000 CFP® professionals in the United States, today ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP ...

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct. The Certified Financial Planner Board of Standards has ...

Eight years after the CFP Board began reforming its guidelines, the overhaul of its sanctions, standards and enforcement policy is complete, General Counsel Leo Rydzewski said. For planners in the ...

WASHINGTON, March 13, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors has adopted revised Sanction Guidelines and revised Fitness Standards for Candidates for CFP® ...

The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Continuing ...

In response to broker-dealer and practitioner demands, the CFP Board of Standards has delayed enforcement of its new fiduciary standards until June 30, 2020—the same date that the Securities and ...

On December 5, 2022, the CFP Board issued a notice to CFP professionals in response to questions raised regarding cryptocurrency-related assets. Cryptocurrency-related assets, including cryptocurrency ...